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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| FL | RA | APPROVED | 2023-10-03 |
| MA | RA | APPROVED | 2018-10-04 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Group Asset Management | Boston | MA | 03/2008 | 06/2017 |
| Archer Bay Capital Llc | Sarasota | FL | 09/2017 | Present |
| Integrated Advisors Network Llc | Dallas | TX | 10/2018 | Present |
1. F&C Farm, LLC; non-investment related; 8947 Sea Chase Dr., Lake Worth, FL, 33467; equestrian property rental & horse boarding; owner/manager; 12-01-2012; 2 hours/month. 2. C&M Farm, LLC; non-investment related; 8990 Willow Sound Dr., Lake Worth, FL, 33467; equestrian property rental & horse boarding; owner/manager; 03-03-2020; 2 hours/month. 3. Archer Bay Capital; investment-related; 1990 Main Street, Suite 750; Sarasota, FL; DBA; founder and managing partner; 09/2017; duties and hours in line with advisory services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-28 |
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