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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Advisory | Baltimore | MD | 06/2015 | 11/2024 |
| Boston Financial Management Llc | Boston | MA | 02/2018 | 11/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
1) Gyr, LLC as Manager. Current client Charity Appell asked me to be a manager of Gyr to represent her interest in this family LLC. It is managed by Brown Advisory. I started this in 2024 and spend about 1 hour per month on this. 2) Name: SideCar Angels, Inc., Address: 1 Fitchburg Street, Somerville, MA 02143, Investment Related, Nature: angel investor, Position/Title: Limited Partner, Start: 09/01/2017, Hours/Month: 1, Hours during Market Hours: 1, Duties: passive investor but will attend meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
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