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Calle Leonidas Yerovi 104 Office 204, San Isidro 15073 • Peru
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-07 |
Branch Locations
Calle Leonidas Yerovi 104 Office 204, San Isidro 15073 • Peru
Redondo Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monterosso Investments | Palos Verdes | CA | 03/2009 | Present |
| Silver Leaf Partners, Llc | New York | NY | 01/2010 | Present |
| Caradon Capital Introductions | Rolling Hills Estates | CA | 02/2010 | Present |
A partner of Caradon Capital Introductions. An investment-related, investment consulting, third party sales and marketing firm. A partner of Reveal Insight. An marketplace for the analysis of investment managers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 2009-11-04 |
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