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414 Main Street Suite 205, Port Jefferson, NY 11777 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
414 Main Street Suite 205, Port Jefferson, NY 11777 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. James Investment Advisors, Llc | Port Jefferson | NY | 01/2018 | Present |
| Blackrock, Inc. | New York | NY | 09/2011 | 08/2017 |
| Retired | Nesconset | NY | 09/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-25 |
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