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Account
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2078 Prospector Avenue Suite 4, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-22 |
| UT | RA | APPROVED | 2023-08-10 |
Branch Locations
2078 Prospector Avenue Suite 4, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | Atlanta | GA | 06/2015 | 12/2021 |
| Phase Line Capital, Llc | Atlanta | GA | 12/2021 | 07/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2021 | 06/2024 |
| Phase Line Capital, Llc | Atlanta | GA | 06/2022 | 07/2023 |
| Echelons Capital, Llc | Atlanta | GA | 01/2023 | Present |
1) Complyx Inc., Not investment related, 5030 Jackel Chase Drive, Wilmauma, FL 33598, Title: Co-Founder/Co-Owner, Start date: Dec. 2021, 2 hours/mo, 0 hrs during trading, Hardware & Software. 2) KTH Technologies Corporation, Not investment related, 3172 Roswell Rd., NE #2102, Atlanta, GA 30305, Nicotine de-addiction (helping people quit smoking or vaping), Title: Co-Founder, Start date:. Dec 2019, 7. hrs /mo., 0 hrs during trading, Co-chair the board 3) iUniform, Not investment related, 172 Roswell Rd. NE #2102, Atlanta GA 30305, I developed 2 mobile apps that help soldiers assemble their uniforms correctly, Title: Founder, Start date: Nov 2012, 1 hrs/mo , 0 hrs during trading, Co-chair the board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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