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Teresa Denise Armel

Next Capital Management LLC

New York, NY

Mesa, AZ

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Current Employers
Next Capital Management Llc

Eleven Times Square 15Th Floor, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-02
  • AZ RA
    APPROVED
    Since 2024-01-02

Branch Locations

Eleven Times Square 15Th Floor, New York, NY 10036 • United States

Mesa, AZ • 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
Greycourt & Co., Inc. Pittsburgh PA 04/2008 02/2020
Spearhead Capital Advisors, Llc Wellington FL 02/2020 06/2022
Rockefeller Capital Management Wellington FL 06/2022 09/2023
Next Capital Management Llc Mesa AZ 09/2023 Present
  • 04/2008 → 02/2020
    Greycourt & Co., Inc.
    Pittsburgh, PA
  • 02/2020 → 06/2022
    Spearhead Capital Advisors, Llc
    Wellington, FL
  • 06/2022 → 09/2023
    Rockefeller Capital Management
    Wellington, FL
  • 09/2023 → Present
    Next Capital Management Llc
    Mesa, AZ
Previous Registrations
  • 2022-06-14 → 2023-10-13
    Rockefeller Financial Llc
    Mesa, AZ
    Atlanta, GA
  • 2020-06-16 → 2022-06-30
    Spearhead Capital Advisors, Llc
    Gilbert, AZ
    Wellington, FL
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-13
  • S65 Uniform Investment Adviser Law Examination
    2020-06-13
Other Names
  • Teresa Deaner

View on SEC IAPD

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