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New Orleans, LA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-07 |
| FL | RA | APPROVED | 2024-02-04 |
| LA | RA | APPROVED | 2024-01-23 |
| CA | RA | APPROVED | 2024-01-11 |
| PA | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Quadrant | Pasadena | CA | 05/2016 | 09/2022 |
| Amg Distributors, Inc. | Stamford | CT | 06/2016 | 09/2022 |
| Plum Street Advisors, Llc (Newton Office) | Newton | MA | 12/2023 | Present |
| Independent Business Development Consultant | Pitttsburgh | PA | 09/2022 | 12/2023 |
NAME OF BUSINESS: Pelcasa Properties LLC (Shell LLC) POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 12.2014 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Arkansas Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 06.2015 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Brightwood Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 03.2017 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: LaSalle Property LLC POSITION IN BUSINESS: MEMBER TITLE: MEMBER START DATE: 2015 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTIES | NAME OF BUSINESS: Central Square Property POSITION IN BUSINESS: JT OWNER TITLE: OWNER START DATE: 2021 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: 1 # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SHORT-TERM RENTAL | NAME OF BUSINESS: SAVVY Labs Inc. POSITION IN BUSINESS: Business Development Consultant/Advisor TITLE: Business Development Consultant/Advisor START DATE: 12/2022 APPROX.# OF HOURS/MTH DEVOTED TO BUSINESS: less than 10 hours # OF HRS DURING SECURITIES TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Introduce institutional contacts to SAVVY Labs for consideration of its institutional platform for asset managers and investment advisors |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-03 |
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