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400 West North St. Suite 112, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-05 |
Branch Locations
400 West North St. Suite 112, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulfstream Capital Llc | Knoxville | TN | 06/2014 | 04/2026 |
| Gulfstream Capital Farmland Fund Ii, Llc | Knoxville | TN | 10/2015 | 04/2026 |
| Eqv Advisory | Raleigh | NC | 05/2026 | Present |
DT Management Partners, LLC is not an investment-related business. It is a company that manages a franchise of 3 youth swimming schools. The address of DT Management Partners, LLC is 107 Westfield Rd. Knoxville, TN 37919. My position is the CFO of the company. I began in this role on 11/1/2018. I devote approximately 1-2 hours per week to this business, half of which are not during securities trading hours. My duties include keeping the books and records of the business; maintaining proper insurance; filing annual reports to the state and delivering any necessary financial information to our accountant to complete the annual tax return.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-15 |
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