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Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-01 |
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grammatical Capital, Llc | Winter Park | FL | 02/2022 | Present |
| Economics Corp | Maitland | FL | 03/1987 | 12/2021 |
Trustee of various Beck Family trusts (the "Trusts"). The Trusts hold various family assets, including marketable securities, real estate, and alternative assets. I have been the trustee on at least one of the Trusts since 1991. As Trustee, I manage the various assets and allocations. I devote 40 hours/month to my Trustee duties and approximately 20 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
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