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945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED_RES | 2021-03-24 |
| GA | RA | APPROVED | 2018-10-05 |
Branch Locations
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Goldman Sachs | Atlanta | GA | 08/2000 | 08/2018 |
| Sage Mountain Advisors, Llc | Atlanta | GA | 09/2018 | Present |
University of Wyoming Foundation; investment related; 222 S. 22nd Street, Laramie, WY 82070; to raise, receive, and manage private gifts to maximize support for the University of Wyoming; Board Member and a member of the Investment Committee; start date of relationship was 2004; 3-5 hours per month; no more than 2 hours per month during securities trading hours; advise on investment allocations and manager selection. McMurry Foundation; investment related; P.O. Box 2016, Casper, WY 82602-2016; to have a significant and beneficial impact on the communities within Wyoming; member of the Investment Committee and Chief Investment Officer; start date of relationship was 2005; 5 hours per month; no more than 2 per month during securities trading hours; oversee the foundation's managers and serve on the investment committee. NERD Fiduciary Management, LLC; investment related; 747 W First Street Casper, WY 82601; Family Trust Company; serve as professional trustee for a private family & Board Member; start date of relationship was 2012; 3-5 hours per month; no more than 3-5 per month during securities trading hours; serve as professional trustee for a private family.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
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