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190 Carondelet Plaza Suite 1300, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-08-30 |
| TX | RA | APPROVED_RES | 2010-08-28 |
Branch Locations
190 Carondelet Plaza Suite 1300, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Investment Management, Llc | Mount Laurel | NJ | 06/2013 | 12/2016 |
| Imst Distributors, Llc | Jupiter | FL | 12/2014 | Present |
| Acr Alpine Capital Research, Llc | Jupiter | FL | 01/2017 | Present |
1) ACR Alpine Capital Research, LLC; Investment Related; Registered Investment Advisor; Jupiter, FL; 12/2014 ; Head of Client Relations & Distribution; Market/promote product line of mutual funds + SMA's to financial intermediaries; 160 hours per month, 120 during trading hours. 2) ERI JUL LLC; Investment Related; Cherry Hill, NJ; Investments; Owner; Start Date 9/2017; 0 hours per month; owner of LLC to receive stocks and dividends
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-25 |
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