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48 Wall St 11Th Flr, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-08-31 |
| NJ | RA | APPROVED | 2006-04-19 |
Branch Locations
48 Wall Street 11 Th Floor, New York, NY 10005 • United States
300 Barr Harbor Drive Suite 138, Conshohocken, PA 19428 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Grace Holdings, Inc. | New York | NY | 05/2005 | Present |
| Christenson Investment Partners | Conshohocken | PA | 03/2004 | Present |
I AM ASSOCIATED WITH ANOTHER INVESTMENT-RELATED BUSINESS CALLED CHRISTENSON INVESTMENT PARTNERS LOCATED AT 300 BARR HARBOR DRIVE, SUITE 138, CONSHOHOCKEN, PA 19428. THIS BUSINESS FORMERLY PROVIDED THIRD-PARTY MARKETING SOLICITATION SERVICES FOR INSTITUTIONAL INVESTMENT MANAGERS. I HAVE BEEN PRESIDENT OF THIS BUSINESS SINCE MARCH 3, 2004, AND HAVE MINIMAL COMMUNICATION WITH ONE REMAINING INSTITUTIONAL REGISTERED INVESTMENT ADVISER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-10 |
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