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116 3Rd Street, Suite 313, Hood River, OR 97031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
300 Barr Harbor Drive, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northside Capital Management, Llc | Hood River | OR | 04/2025 | Present |
| Beach Investment Counsel | West Conshohocken | PA | 03/2018 | 03/2025 |
| Unemployed | Ambler | PA | 11/2010 | 02/2018 |
Director of the Board of PLM Insurance. Property/casualty insurance 2005 Market Street Suite 1200 Philadelphia, PA 19103 Started in April 2023 50 hours/year 35 hours/year during trading hours Director of Board Member of Investment & Executive Compensation Committees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
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