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Current Employers
Intellectus Partners, Llc

1050 Battery Street Suite 100, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-04-18
CA RA APPROVED 2015-06-26
  • NC RA
    APPROVED
    Since 2022-04-18
  • CA RA
    APPROVED
    Since 2015-06-26

Branch Locations

15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 • United States

1050 Battery Street Suite 100, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intellectus Partners, Llc Charlotte NC 06/2015 Present
Previous Registrations
  • 2004-06-01 → 2015-07-09
    San Francisco, CA
    San Francisco, CA
  • 2004-05-04 → 2004-06-09
    Lehman Brothers Inc.
    San Francisco, CA
Other Businesses

1)PACIFIC PLUNDERS, LLC, 15720 BRIXHAM HILL AVE, SUITE 300, CHARLOTTE, NC 28277, INVESTMENT RELATED. MANAGING MEMBER. BUSINESS MAKES INVESTMENTS INTO VENTURE CAPITAL FUNDS. 0 hours/month spent on activity. 0 trading hours/month spent on activity. 2) IP GROUP, LLC. INVESTMENT RELATED. 15720 BRIXHAM HILL AVE, SUITE 300, CHARLOTTE, NC 28277. INVESTMENT VEHICLE. MANAGING PARTNER AND PART OWNER. START 6/2007. 0 HOURS/MONTH, 0 DURING TRADING. MAKE DECISIONS ON WHICH FUNDS TO INVEST CAPITAL INTO. NAME CHANGE FROM INNOVATION PARTNERS LLC 02/2015. 3) INTELLECTUS VENTURES. INVESTMENT RELATED. 15720 BRIXHAM HILL AVE, SUITE 300, CHARLOTTE, NC 28277. PRIVATE COMPANY INVESTMENT BUSINESS. MANAGING MEMBER. START DATE 06/2016. 0 hours/month spent on activity. 0 trading hours/month spent on activity. 4) MARCUS & ASSOCIATES, LLC, 2713 1ST AVE N ST. PETERSBURG, FL 33713. NOT INVESTMENT RELATED. BOARD OF ADVISORS. EXECUTIVE RECRUITING FOR LIFE SCIENCES. START 06/2020. 0.5 HOURS/MONTH SPENT ON ACTIVITY. 0 HOURS/ MONTH DURING TRADING HOURS. 5) INTELLECTUS CAPITAL, LLC. INVESTMENT RELATED. 15720 BRIXHAM HILL AVE, SUITE 300, CHARLOTTE, NC 28277. PRIVATE COMPANY INVESTMENT BUSINESS. MANAGING MEMBER. START DATE 06/2016. 0 hours/month spent on activity. 0 trading hours/month spent on activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-20
  • S66 Uniform Combined State Law Examination
    2000-11-20
Other Names
  • Jay Casey

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