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120 Adelaide Street West Suite 2500, Toronto, Ontario M5H 1T1 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
120 Adelaide Street West Suite 2500, Toronto, Ontario M5H 1T1 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burgess Investment Management And Research Inc. | Toronto | 06/2018 | Present | |
| Newhaven Asset Management Inc. (Formerly Cap Investment Mgmt) | Toronto | 09/2003 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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