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Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-10-11
  • NC RA
    APPROVED
    Since 2017-10-11

Branch Locations

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kdi Capital Partners Llc Raleigh NC 04/2013 12/2016
Echelon Point Advisors, Llc Cary NC 01/2017 10/2017
Franklin Street Advisors, Inc. Chapel Hill NC 10/2017 10/2018
Franklin Street Advisors, Inc. Chapel Hill NC 11/2018 Present
Previous Registrations
  • 2015-08-24 → 2017-02-17
    Kdi Capital Partners, Llc
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-24
  • S65 Uniform Investment Adviser Law Examination
    2015-08-24

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