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1825 Nw Corporate Blvd. Suite 200, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-03-17 |
Branch Locations
1825 Nw Corporate Blvd. Suite 200, Boca Raton, FL 33431 • United States
Waukee, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Des Moines Airport Authority | Des Moines | IA | 09/2013 | 03/2019 |
| Titleist Asset Management, Ltd. | Waukee | IA | 03/2019 | 03/2023 |
| Opal Capital, Llc | Waukee | IA | 03/2023 | Present |
| Titleist Asset Management, Llc | Waukee | IL | 03/2023 | Present |
I serve as manager for ATG Management LLC, which is a holding company owned by the professional corporation Tara Graff DO PC and located at 85 Hidden Meadow Dr. Waukee, IA 50263. The holding company owns a business use aircraft that is dry-leased to Tara Graff DO PC. ATG Management LLC is not engaged in investment-related activity. My relationship with ATG Management LLC began on September 18, 2018, and I devote approximately 15 hours each month to this activity of which less than 5 hours are during securities trading hours. OPAL CAPITAL WAUKEE IA INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 03/2023 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC WAUKEE IA INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 03/2023 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-12 |
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