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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-30 |
Branch Locations
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
225 Franklin Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windhaven Investment Management, Inc. | Boston | MA | 11/2010 | 03/2018 |
| Charles Schwab Investment Advisory, Inc | Boston | MA | 01/2018 | 12/2021 |
| 3Edge Asset Management, Lp | Boston | MA | 01/2022 | Present |
(1) Ixelles Management Inc. USA / Passive Investments. REAL ESTATE DEVELOPMENT AND PROPERTY MANAGEMENT US Address: 111 Middlesex Turnpike Suite 1080, Burlington, MA 01803. Number of hours per month 0. Role Owner/President. Start date: 1/3/2017. (2) xelles Management S.R.L - Title "Passive Investor" Act as Strategic Advisor. Number of hours per month 0. Start date 9/1/2025- present. Invest in Real Estate, Transportation and Start-Ups, Equity/Debt. Santo Domingo, Dominican Republic. Investment related. (3) Tidal Trust III Fund Board Title "Independent Trustee" Position Board Member. Number per month 5 hours. Duties: Fund Oversight. Investment related. Address: 234 W. Florida St., Suite 203, Milwaukee, WI 53204; Start date: 12/20/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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