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Sharon, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Construction | Sharon | CT | 07/2019 | Present |
| Wisebanyan, Inc. | Las Vegas | NV | 07/2009 | 07/2019 |
| Olive Tree Ridge Investment Advisors | Sharon | CT | 07/2019 | Present |
| Olive Tree Ridge, Llc | New York | NY | 07/2019 | 07/2020 |
| Independent Brokerage Solutions Llc | New York | NY | 03/2020 | 01/2022 |
JMI LLC, DBA Premier Construction, a Construction business. 88 Butter Road, Sharon, CT Started: Nov 1, 2020. Not-Investment Related. Founder, day to day oversight. Approximately 120 hours per month, some of which are during securities-trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2009-08-05 |
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