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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED_RES | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Investment Management Company Llc | Newport Beach | CA | 11/2002 | 04/2017 |
| Pimco Investments Llc | Newport Beach | CA | 02/2011 | 04/2017 |
| Unemployed | Coto De Caza | CA | 05/2017 | 08/2017 |
| 3Edge Asset Management, Lp | Coto De Caza | CA | 09/2017 | 12/2017 |
| Foreside Fund Services, Llc | Cote De Caza | CA | 10/2017 | 12/2017 |
| Foreside Fund Services, Llc | Irvine | CA | 01/2018 | 04/2020 |
| 3Edge Asset Management, Lp | Southport | NC | 10/2023 | Present |
| 3Edge Asset Management, Lp | Irvine | CA | 01/2018 | 10/2023 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 10/2024 | Present |
RED TRIANGLE PROPERTIES, LLC, 4449 MIDSHIPMAN CT., SOUTHPORT, NC, 28461, REAL ESTATE, BUY RENTAL REAL ESTATE FOR PASSIVE INCOME, MANAGER, START DATE 09/01/17, 4 HOURS PER MONTH WITH 0 DURING SECURITIES TRADING HOURS. Jonathan Cressy is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
| S66 | Uniform Combined State Law Examination | 2003-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-03 |
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