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600 N King St Suite 200, Wilmington, DE 19801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-02 |
| DE | RA | APPROVED | 2022-12-20 |
Branch Locations
600 N King St Suite 200, Wilmington, DE 19801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Siegfried Group | Wilmington | DE | 05/2011 | 07/2022 |
| Riversedge Advisors | Wilmington | DE | 08/2022 | Present |
| Riversedge Advisors, Llc | Wilmington | DE | 11/2022 | Present |
| Riversedge Business Services Dba Riversedge Tax & Advisory | Wilmington | DE | 08/2024 | Present |
1) I am a passive investor in private pass through entities with a goal of capital appreciation. Dividends are discretionarily paid, and capital appreciation is only recognized upon the sale of the ownership interest. The entities are: Schmidty Kicks Fund, LLC Pioneer Ventures, LLC Siegfried Resources, LLC Bean Professional Inc 2) RiversEdge Business Services dba RiversEdge Tax & Advisory; Investment related: Yes; Location: 600 N King St, Suite 200 Wilmington DE 19801 USA; Description: Public Accounting Firm; Position Title: Partner; Start date: 2024-08-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
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