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261 North University Drive Suite 520, Fort Lauderdale, FL 33324-2009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-10 |
Branch Locations
Atascadero, CA • United States
261 North University Drive Suite 520, Fort Lauderdale, FL 33324-2009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pax World Management Corp. | Portsmouth | NH | 05/2010 | 09/2016 |
| Alps Distributors Inc. | Denver | CO | 05/2010 | 09/2016 |
| Hrc Fund Associates, Llc | New York | NY | 10/2016 | 02/2018 |
| Hrc Portfolio Solutions, Llc | New York | NY | 10/2016 | 02/2018 |
| Brookfield Investment Management, Inc. | New York | NY | 02/2018 | 04/2019 |
| Quasar Distributors, Llc | Milwaukee | WI | 02/2018 | 04/2019 |
| Foreside Fund Services, Llc | Atascadero | CA | 06/2019 | 12/2024 |
| Community Capital Management Llc | Atascadero | CA | 04/2019 | Present |
| Pine Distributors Llc | Denver | CO | 01/2025 | Present |
Community Capital Management LLC; Weston, FL; Investment Related; Investment management; Senior Client Portfolio Manager; Marketing mutual funds on behalf of CCM, primarily wholesaling to the wirehouse, RIA and other platform channels. Daily activities include outreach, meetings and follow-up to raise assets in the mutual funds; 180 hours per month with 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-28 |
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