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82 South Barrett Square Suite 2G, Rosemary Beach, FL 32461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
Branch Locations
82 South Barrett Square Suite 2G, Rosemary Beach, FL 32461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grandfund Investment Group, Llc | Lafayette | CA | 01/2013 | 08/2018 |
| Marmont Partners, Llc | Haverford | PA | 08/2017 | 10/2023 |
| Herald Investment Marketing, Llc | Chadds Ford | PA | 08/2018 | 10/2023 |
| Foreside Fund Services, Llc | Wayne | PA | 11/2023 | Present |
| Absolute Investment Advisers Llc | Wayne | PA | 10/2023 | Present |
1). Absolute Investment Advisers LLC; Investment Related; Wayne, PA; Sales and Marketing; Director Investment Marketing; Start: 11/2023; 200 Hours Per Month and 0 During Trading 2) Clear Consumer Products Group, LLC; Not Investment Related; Hingham, MA; Consumer Products; Marketing and Sales Consultant; Start 05/2024; 40 hr/mo; Generate leads and offer guidance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-12 |
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