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Sunpointe Investments CRD 282505
$791M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-11 |
Branch Locations
8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rda Ventures | New York | NY | 01/2005 | Present |
| Sunpointe, Llc | St. Louis | MO | 01/2019 | Present |
FAMILY OFFICE, RDA VENTURES, LLC; FINANCIAL ANALYST HELPING THE FAMILY IN ITS OVERALL INVESTMENT PORTFOLIO MANAGEMENT. HELP THE MANAGING MEMBER OF THE FAMILY OFFICE TO EVALUATE INVESTMENT DECISIONS AS WELL AS TO ORGANIZE AND MONITOR ALL INVESTMENTS WITHIN THE PORTFOLIO. BEGAN 1/1/2004; APPROX 10-15 HRS/WK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-06 |
| S66 | Uniform Combined State Law Examination | 1997-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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