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115 Mason Street 2Nd Floor, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-09-15 |
Branch Locations
115 Mason Street 2Nd Floor, Greenwich, CT 06830 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Investor Services, Inc. | New York | NY | 11/2012 | 05/2018 |
| Tru Independence Asset Management | Greenwich | CT | 06/2018 | 09/2020 |
| Jadwin Asset Management Llc | Greenwich | CT | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-01 |
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