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55 Old Field Point Road, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-29 |
| CT | RA | APPROVED | 2021-01-21 |
Branch Locations
55 Old Field Point Road, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Securities, Llc | San Diego | CA | 03/2017 | Present |
| Velocity Capital, Llc | New York | NY | 03/2016 | Present |
| Gray Oak Capital, Llc | Greenwich | CT | 02/2017 | Present |
| Gray Oak Capital Management, Llc | Greenwich | CT | 02/2018 | Present |
1.) Silver Bay, LLC; Personal investment related; 40 Ettl Lane Greenwich, CT; Invest in Business Opportunities and lend monies; Managing Member; December 2014; 0 hrs per month; 0 hrs during trading; Holding company for business interests. I personally invest thru this Holding Company, investments include properties and other businesses. 2.) Gray Oak Capital Management, LLC; Investment related; 55 Old Field Point Road, Greenwich, CT, 06830; Investment Management; Partner/Founder; 2018; 4 hrs per month; 1 hr during trading; To seek investment opportunities. 3.) Gray Oak Opportunity Fund GP, Investment Related; 55 Old Field Point Road, Greenwich, CT, 06830; Fund; Managing Member; April 2020; 0 hours required per month; Seek investment opportunities, receive Mgmt Fees. 4.) Gray Oak Capital Partners, LLC; Investment related; 55 Old Field Point Road, Greenwich, CT, 06830; Fund; Managing Member; April 2020; 0 hour per month; 0 hour during trading. Seek investment opportunities, receive Mgmt Fees. 5.) VCT Holdings LLC; Personal Investment related; 100 Wall Street, New York, NY, 10005; Board Member; August 2020; 1 hour per week; 0 hour during trading. Holding Company. 6.) VCT Holdings II LLC; Investment related; 100 Wall Street, New York, NY, 10005; Board Member; August 2020; 0 hour per month; 0 hour during trading. Holding Company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-01 |
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