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Current Employers
Inflection Capital Management, Llc

1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-04
CA RA APPROVED 2025-08-05
NH RA APPROVED 2025-08-05
  • MA RA
    APPROVED
    Since 2025-09-04
  • CA RA
    APPROVED
    Since 2025-08-05
  • NH RA
    APPROVED
    Since 2025-08-05

Branch Locations

1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States

18 Shipyard Drive #2A, Hingham, MA 02043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Boston MA 08/1995 12/2020
Javelin Securities, Llc Quincy MA 12/2022 12/2023
Eton Solutions Morrisville NC 04/2021 05/2025
Unemployed Kingston MA 01/2021 04/2021
The Oglethorpe Collective, Llc ("Toc-23") Hingham MA 05/2025 Present
  • 08/1995 → 12/2020
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 12/2022 → 12/2023
    Javelin Securities, Llc
    Quincy, MA
  • 04/2021 → 05/2025
    Eton Solutions
    Morrisville, NC
  • 01/2021 → 04/2021
    Unemployed
    Kingston, MA
  • 05/2025 → Present
    The Oglethorpe Collective, Llc ("Toc-23")
    Hingham, MA
Previous Registrations
Other Businesses

1) The Oglethorpe Collective, LLC ("TOC-23"): investment-related, 18 Shipyard Drive #21, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Chief Operating Officer, 05/2025- present, 120 hours per month during trading hours. 2) Eton Solutions: non-investment related, 1500 Perimeter Park Dr., Suite 150, Morrisville, NC 27560, investor, 06/2021-present, 0 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-05
S63 Uniform Securities Agent State Law Examination 1995-10-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05
  • S63 Uniform Securities Agent State Law Examination
    1995-10-19
Other Names
  • Philip Anthony Ierardi
  • Philip Anthony Ierardi

View on SEC IAPD

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