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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
Branch Locations
1777 Sentry Parkway West, Veva 14 Suite 102, Blue Bell, PA 19422 • United States
1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-29 |
Branch Locations
1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Persimmon Capital Management, Lp | Lower Gwynedd | PA | 12/1998 | Present |
| Alphahedge Capital Partners, Llc | Blue Bell | PA | 08/2011 | 05/2017 |
| Summit Financial, Llc | Parsippany | NJ | 06/2026 | Present |
| Dakota Wealth, Llc | Blue Bell | PA | 07/2021 | 06/2025 |
(1) I am a 23.5% owner of Save More Food Market, Inc., 8522 US Hwy 51N, Minocqua, WI 54548; This is a supermarket and my role is a board member only; Treasurer - no check writing privileges; 2 hours per month devoted to this outside activity, 0 hours during securities trading. (2) Persimmon Capital Management: Investment Related; Managing Partner/Portfolio Manager for the Fund; I am dually registered with Persimmon Capital Management and manage the Persimmon Long Short mutual fund; Address: 1777 Sentry Parkway West Veva 14, Suite102, Blue Bell, PA 19422; Start date: 05/2025; 10 hours per month devoted to this outside activity; 50% of time devoted during securities trading hours.
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