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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-27 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Roswell, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Wealth Advisory, Llc | Atlanta | GA | 04/2020 | 04/2021 |
| Georgia Tech Foundation | Atlanta | GA | 10/2018 | 07/2019 |
| Unc Management Company | Chapel Hill | NC | 03/2015 | 10/2018 |
| Self Employed-Consultant | Atlanta | GA | 08/2019 | 03/2020 |
| St. John & Associates, Inc. | Roswell | GA | 04/2021 | 02/2022 |
| White Oak Capital Holdings, Llc | Charlotte | NC | 01/2021 | Present |
White Oak Capital Holdings, Inc. Investment related. 5925 Carnegie Blvd. #110, Charlotte, NC 28209. Commercial Real Estate Lending. Managing Partner. January 2021. 180 hours/month, majority during trading hours. Investment Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
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