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1005 Slater Road Suite 320, Durham, NC 27703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-29 |
| LA | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED_RES | 2019-03-01 |
| SC | RA | APPROVED | 2018-05-19 |
| NC | RA | APPROVED | 2011-12-02 |
Branch Locations
1005 Slater Road Suite 320, Durham, NC 27703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sycamore Financial Planning, Llc | Durham | NC | 09/2011 | Present |
Mr. Clifton serves as President of the board of the GPN Alliance, Inc., a member corporation located at 2140 S Dupont Hwy, Camden, DE, 19934. The GPN Alliance was formed to promote and educate the financial advising industry with respect to making competent and objective financial advice accessible. This is an investment related business. Mr. Clifton serves in a volunteer capacity receiving no compensation for his service, and he spends approximately six hours per month on this endeavor all during trading hours. Mr. Clifton became a member of this business in October 2022. Mr. Clifton serves as President of the board of the Triangle Collaborative Divorce Professionals, Inc. (TCDP), a member corporation located at a private residence in Durham, NC, 27707. TCDP was formed to educate members, potential consumers, the profession, and the community about the process of collaborative practice. This is not an investment related business. Mr. Clifton serves in a volunteer capacity receiving no compensation for his service, and he spends approximately four hours per month on this endeavor with 2 of those occurring during trading hours. Mr. Clifton became a member of this business in September 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-19 |
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