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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-22 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
700 Spring Forest Road Suite 235, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kdi Capital Partners, Llc | Raleigh | NC | 09/2004 | 12/2021 |
| Curi Capital | Raleigh | NC | 01/2022 | 01/2024 |
| Curi Rmb Capital Llc | Raleigh | NC | 01/2024 | Present |
1) Altamira Foundation. Not investment-related. Private charitable foundation. 401 Summer St. Westwood, MA 02090, Nature: Non-profit, Position: Executive Director, Start date: 2021, 20 hrs per month, 0 hours during securities trading hours. Duties: Primarily grantmaking and administration of the foundation. Receive monthly investment reports from advisor and am consulted when they consider investment changes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-27 |
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