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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management Llc | Greenwich | CT | 10/2013 | 10/2021 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Bayville | NJ | 06/2024 | Present |
Name of Business: Arthur & Associates, LLC Investment Related? No - real estate investment related but not securities related Address of Business: P.O. Box 101, Ocean Gate, NJ 08740 Nature of Business: Real Estate Your Position/Title: Partner Start date of business: August 2023 (funded then) Approximate # of hours/month devoted to business: 3 (sometimes more, almost always less) # of hours you devote to business during securities trading hours: 1 (virtually 0 unless there is a need for a phone call during business hours) Briefly describe duties: I participate in the business by funding it and looking for investment opportunities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-14 |
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