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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avenir Corporation | Washington | DC | 06/2013 | 06/2018 |
| Lexpine Capital | Charlotte | NC | 07/2018 | 10/2023 |
| Four Points Capital Llc | Charlotte | NC | 09/2023 | Present |
| Apgar Foundation Inc. | Indianapolis | IN | 01/2013 | Present |
Apgar Foundation Inc., not investment related; Indianapolis, IN; a charitable organization that sponsors university and college programs promoting an understanding of Western and American intellectual heritage; Vice President/Treasurer; 01/2013; 2.5 hours/month; 0 during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
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