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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-22 |
Branch Locations
700 Spring Forest Road Suite 235, Raleigh, NC 27609 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Ridge Asset Management | Raleigh | NC | 06/2015 | 09/2022 |
| Curi Capital | Raleigh | NC | 09/2022 | 01/2024 |
| Curi Rmb Capital Llc | Raleigh | NC | 01/2024 | Present |
1. Peace Church Nursery Room Leader, Not investment related, Peace Church 2839 Tilghman Rd. N. Wilson, NC 27896, Coordinate and lead volunteers for nursery room infant-1 year-olds for roughly two hours 1-2 Sundays per month. None of these hours are during business securities trading hours. Start date - September 2022. I have served in this position before temporarily several years ago, but stopped and will begin again in this role later in September. 2. Varsity Girls Soccer Coach, Not investment related, Wilson Christian Academy 1820 Airport Blvd W. Wilson, NC 27893, Assist my husband in coaching duties from March-May including practices and games. Start date - we served as assistant coaches for the 2022 season (March-May 2022) and will be stepping in as head coaches for the 2023 season. ~40 hours per month from March-May depending on the number of games per week. Hours devoted during securities trading hours - I will only be serving in this role during securities trading hours o my non-working days (Mondays and Fridays) and those hours will vary depending on the practice and game schedule.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
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