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Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-14
NC RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2019-02-14
  • NC RA
    APPROVED
    Since 2009-06-01

Branch Locations

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • 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
Franklin Street Advisors, Inc. Chapel Hill NC 06/2009 Present
Other Businesses

Annie C Charters, LLC is a single member managed LLC organized primarily for the purpose of serving as a holding company for personal investments. Assets include a residential property that is used exclusively for personal use. The LLC owns a sportfishing charter boat that conducts occasional for-hire charters. On those trips, the boat is operated by a professional crew. My participation is limited to after-hours or vacation time. The LLC also owns a passive minority investor interest in an industrial building in Richmond, VA. This LLC was created approximately 13 years ago. I am not involved in the day to day management of the commercial real estate. None of these investments require a commitment of time during working/trading hours.

Designations
Other Names
  • Milton S Brown

View on SEC IAPD

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Other Offices

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