Anthony Thomas Pace

Current Employers

Employment History

• 02/2004 → Present
  Lindberg & Ripple, Inc.
  Windsor, CT
• 02/2004 → Present
  M Holdings Securities
  Windsor, CT
• 02/2004 → Present
  M Holdings Securities
  Windsor, CT
• 02/2004 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 07/2023 → Present
  Lindberg & Ripple, Lri Investments Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2000-03-09 → 2004-02-12
  Harvest Capital Advisors, Llc
  Wethersfield, CT

Other Businesses

1) LRI Holdings, LLC; 29 South Main Street, Suite #311, West Hartford, CT 06107; 2017; Member; Private Equity Investing; Not Investment Related; 0 hours/month; 0 hours/month during business hours; No Compensation. 2) Lindberg & Ripple; 29 South Main Street, Suite #311, West Hartford, CT 06107; 11/2013; Managing Principal; Co-manage firm, run the investment division and consult with clients; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Wages/Salary/Tips. 3) Palm Beach County Estate Planning Council; 6671 W Indiantown Rd, Jupiter, FL 33458; Charitable industry association; Not Investment Related; President as of 06/01/2025; Run Board Meetings; 09/01/2020; 6 hours/month; 4 hours/month during trading hours. 4)Lindberg & Ripple, LRI Investments LLC; 3825 PGA Blvd Suite #303 Palm Beach Gardens, FL 33410; Registered Investment Advisor; Investment Related; Member; Provide investment advisory services; 07/03/2023; 160 hours per month; 160 hours per month during trading hours. 5) SP Investments Squared, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens, FL 33410; Pass through entity; Investment Related; Member; Entity to hold collective ownership interest of LRI Investments, LLC, an RIA; 03/01/2025; 100 hours per month; 100 hours per month during trading hours. 6) Brattle Point, LLC; not investment-related; 9 Woodman Rd, Chestnut Hill, MA 02467; acquiring and operating businesses; Member of the Management Board; Brattle Point is owned by a client of the RIA; 09/01/2025 start date; 1 hr/month; 0 hrs/month during business hours; participates in quarterly board meetings; no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-22
• S63 Uniform Securities Agent State Law Examination
  1991-02-14

Designations

Other Names

• Anthony Thomas Pace
• Anthony T Pace