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Lots 81-82, Street C Suite 206, Dorado, PR 00646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-07-24 |
Branch Locations
Lots 81-82, Street C Suite 206, Dorado, PR 00646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maloneys Financial Services | Bondi Junction | 06/2016 | 05/2024 | |
| Euro Pacific Asset Management | Dorado | PR | 06/2024 | Present |
I am a direct of a family company called Temple-Smith Pty Ltd. This is not an investment-related business. It is located in Australia. I serve as a trustee to the family's unit trust that holds some family real estate assets. The number of hours devoted to this function is less than 1 per week and only limited as need basis. I deal with accountant for the administration of the trust. My start date was January 2023. The address of the business is 8 Williamson Ave, Seven Hills NSW 2147.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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