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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-05-08 |
Branch Locations
999 S Shady Grove Rd. Suite 105, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Square Capital | Memphis | TN | 05/2013 | 04/2019 |
| Hightower Advisors Llc | Chicago | IL | 04/2019 | Present |
1) Third Craft Partners Investment Related. 7121 N. Lamar Blvd, Suite 100 Austin, TX 78752. Third Craft is a newly created private equity fund that will provide growth capital to companies that operate in the consumer packaged goods industry. Serving as an adviser to Third Craft and will assist the company with operations, fundraising, marketing and financial due diligence. Start Date 01/22/2020. 15 hours per month outside trading hours, minimal during trading hours. 2) Calydon Capital; Investment Related - Yes; Memphis, TN; 5% Owner of the company; 10/2025; Approximately 2 hours per month with 0 hours during securities trading hours; Calydon Capital is an asset manager that manages four investment strategies. 3) OBA Name: Fairwood Partners GP. Role: General Partner. Duties: to make investments out of the GP. Investment related: Time spent: 1 hour/month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-14 |
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