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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-18 |
| RI | RA | APPROVED | 2024-06-05 |
Branch Locations
935 Jefferson Boulevard Suite 2000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| More Rentals Llc Dba Sweet Yacht Charter | Warwick | RI | 05/2023 | Present |
| Great Harbor Yacht Club | Nantucket | MA | 05/2021 | 08/2021 |
| Great Harbor Yacht Club | Nantucket | MA | 05/2022 | 08/2022 |
| Great Harbor Yacht Club | Nantucket | MA | 05/2023 | 08/2023 |
| Nantucket Harbor Launch | Nantucket | MA | 05/2021 | 08/2021 |
| Nantucket Harbor Launch | Nantucket | MA | 05/2022 | 08/2022 |
| Nantucket Harbor Launch | Nantucket | MA | 05/2023 | 08/2023 |
| Big Sky Resort | Big Sky | MT | 11/2022 | 04/2023 |
| Vail Resorts - Whitetail Resort | Mercersburg | PA | 12/2021 | 03/2022 |
| Vail Resorts | Vail | CO | 11/2020 | 04/2021 |
| City Of Annapolis Harbormaster | Annapolis | MD | 03/2019 | 11/2020 |
| Oldport Marine Services Inc | Newport | RI | 05/2020 | 08/2020 |
| Grey Lady Marine | Nantucket | MA | 05/2017 | 08/2017 |
| Grey Lady Marine | Nantucket | MA | 05/2018 | 08/2018 |
| The Key School | Annapolis | MD | 08/2007 | 05/2020 |
| Washington College | Chestertown | MD | 08/2021 | 05/2022 |
| Montana State University | Bozeman | MT | 08/2022 | Present |
| Cavu Marine Llc | Annapolis | MD | 09/2022 | Present |
| Osaic Wealth, Inc. | Warwick | RI | 02/2024 | Present |
1. More Rentals LLC DBA Sweet Yacht Charter; 935 Jefferson BLVD Suite 2000 Warwick, RI 02886. Summer seasonal Boat Captain based out of Nantucket, MA, running day charters. Approx 50 hours a week from June-August during summer. Started May of 2023. 2. Owner & President of Cavu Marine LLC; 311 Tucker St. Annapolis, MD. Occasionally do boat delivery work under my own LLC. 3. MORE RENTALS LLC DBA SWEET YACHT CHARTER POSITION: Captain NATURE: (Summer seasonal Boat Captain based out of Nantucket, MA, running day charters. Approx 50 hours a week from June-August during summer. Started May of 2023.) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 05/15/2023 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: Operate and maintain two vessels for day charter use. 4. GREAT HARBOR YACHT CLUB POSITION: Part-time captain NATURE: Private Club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/15/2020 ADDRESS: 96 Washington St, Nantucket MA 02554, United States DESCRIPTION: Operate inspected passenger vessels and help manage waterfront activities. 5. CAVU MARINE LLC POSITION: Owner NATURE: Sole Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/25/2022 ADDRESS: 311 Tucker St, Annapolis MD 21401, United States DESCRIPTION: Yacht management and yacht delivery services occasionally. 6. INDEPENDENCE FINANCIAL PARTNERS POSITION: Registered Assistant NATURE: A partnership used as a marketing name for my activities associated with my Osaic OSJ. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: Registered Assistant to assist with business processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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