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364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-11 |
Branch Locations
364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices | Jupiter | FL | 05/2014 | 11/2016 |
| Suntrust Advisory Services | Jupiter | FL | 11/2016 | 05/2018 |
| Aethos Investment Management, Inc. | Tequesta | FL | 06/2018 | 08/2021 |
| Cayside Partners, Llc | Tequesta | FL | 08/2021 | Present |
Cayside Asset Management, LLC - POSITION: Managing Member Nature of the other business: Find projects to invest in that produce revenue or value INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 10% of work hours per month SECURITIES TRADING HOURS: 0 START DATE: 10/2023 ADDRESS: 364 Cypress Drive, Suite 202, Jupiter, FL 33469 DESCRIPTION: Invest in various types of projects that produce value
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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