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617 N Center St, Hickory, NC 28601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broyhill Asset Management, Llc | Lenoir | NC | 10/2015 | 09/2017 |
| Broyhill Asset Management | Lenoir | NC | 04/2014 | 09/2017 |
| Bmc Fund | Lenoir | NC | 04/2014 | 09/2017 |
| Argosy Investors | Hickory | NC | 09/2017 | Present |
| Ally Financial | Charlotte | NC | 01/2018 | 12/2018 |
| Von Drehle Corporation | Hickory | NC | 12/2018 | 08/2022 |
| Magnolia Wash Holdings | Charlotte | NC | 08/2022 | Present |
I am currently employed by Whistle Express, formerly known as Magnolia Wash Holdings, a non-investment-related, privately-held express car wash company, as an M&A Director. Whistle is located at 5821 Fairview Rd, Charlotte, NC 28209. I started my employment there in August 2022, and I spend approximately 60 hours per week, all within trading hours. I perform acquisition analysis and due diligence for potential car wash acquisitions. Additionally, I am owner of North Center Holdings, which owns, renovates and manages rental properties as well as being a general contractor for some projects related to those rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
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