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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-30 |
| NY | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adviser Investments, Llc | Newton | MA | 11/2021 | 03/2023 |
| Bullseye Brief | New York | NY | 01/2015 | Present |
| Kensington Investment Counsel | Long Beach | CA | 03/2023 | 09/2024 |
| Bullseye Ig, Llc | New York | NY | 09/2024 | Present |
Bullseye Brief (www.bullseyebrief.com). Sole proprietorship. Investment related subscription based website. Located at 1330 6th Ave, 23rd Floor, New York, NY. Author and founder. Start date: January 2015. 160 per month. 8 hours per day during trading hours. Write content for and maintain Bullseye Brief website and subscriptions thereto. BullseyeBrief.com; Founder and Editor; Investment Related; 145 E 81st St, 11E New York NY 10028; Description: Bullseye Brief is a weekly investment letter focused on American Ingenuity, the people companies and technologies driving the world forward; In addition to collecting fees as portfolio manager of BullseyeIG LLC, I also receive compensation as founder and editor of weekly investment letter BullseyeBrief.com, a separate business from BullseyeIG LLC. Responsibilities include researching, writing and presenting weekly articles for subscribers; Start date: 2016-02-01; 30 Hours per month devoted to business during trading hours; 30 Hours per month devoted to business outside trading hours; 50 Percent of total yearly compensation expected to be derived from the business; Website address: BullseyeBrief.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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