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111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-04 |
| NJ | RA | APPROVED | 2025-10-15 |
| UT | RA | APPROVED | 2025-10-14 |
Branch Locations
Colts Neck, NJ • United States
111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kls Professional Advisors Group, Llc | New York | NY | 12/2005 | 09/2019 |
| Boston Private Wealth Llc | New York | NY | 09/2019 | 09/2021 |
| The Cynosure Group | Salt Lake City | UT | 04/2023 | 10/2025 |
| Ocean Avenue Management, Llc | Norwalk | CT | 01/2022 | Present |
| Garden Leave | Coltsneck | NJ | 10/2021 | 12/2021 |
| Cynosure Portfolio Advisors Llc | Salt Lake City | UT | 10/2025 | Present |
Ocean Avenue Management LLC, investment related, 301 Merritt 7 Norwalk, CT 06851, Family Office, 15 hours per month with 2 during trading hours; general counsel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-05 |
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