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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-10 |
Branch Locations
107 West Liberty Street, Roma, NY 13440 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chatham Street Advisors | Rome | NY | 08/2021 | Present |
| Granite City Electric | Quincy | MA | 09/2019 | 07/2021 |
| Granite City Electric | Quincy | MA | 04/2017 | 09/2019 |
| Unemployed | Quincy | MA | 01/2017 | 04/2017 |
| Illuminate | Woburn | MA | 09/2016 | 01/2017 |
1) CNY TaxPlus, Rome, NY, investment related, start 03/2022, Tax Preparation, 40 hours per month seasonally 2) Belpointe Specialty Insurance, Rome, NY, investment related, Insurance Producer, Associate Partner, start 12/2022, 20 hours per month, 20 during trading hours. 3) Rome Lightery Company, non-investment related, residential address, Owner/Operator, lighting design and lamp repair, start 06/2024, 20 hours per month, 0 during trading hours. 4) Chatham Street Tax & Accounting, LLC; investment-related; 107 West Liberty St, Rome, NY 13440; Accounting, bookkeeping, tax preparation and planning; owner; 20 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-05 |
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