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Bedford, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-13 |
| MA | RA | APPROVED | 2010-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Lighthouse Investment Management | Lausanne | 05/2006 | Present |
I AM THE OWNER AND ONLY EMPLOYEE OF WHITE LIGHTHOUSE INVESTMENT MANAGEMENT BASED IN LAUSANNE SWITZERLAND. THE COMPANY IS FULLY REGISTERED IN SWITZERLAND TO PROVIDE FINANCIAL AND INVESTMENT ADVICE IN SWITZERLAND. I WILL CONTINUE TO WORK FOR THIS COMPANY, ABOUT HALF TIME, CONCURRENTLY WHILE WORKING FOR JJK INVESTMENT MANAGEMENT. THE ADDRESS IS AV D'OUCHY 29, 1006 LAUSANNE. MY DUTIES INCLUDE FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND ALL OF THE RELATED ADMINISTRATIVE FUNCTIONS OF RUNNING THE COMPANY WHICH I HAVE DONE FOR THE LAST 4 YEARS.
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