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34 Wall Street, Asheville, NC 28801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-14 |
| NC | RA | APPROVED | 2021-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garrison Branch Acquisitions Llc | Asheville | NC | 10/2019 | 12/2024 |
| Cre Management | Boston | MA | 09/2017 | 06/2019 |
| N/A | Austin | TX | 06/2019 | 10/2019 |
| Full-Time Education | Cullowhee | NC | 08/2012 | 12/2016 |
| Dixon Hughes Goodman | Asheville | NC | 01/2017 | 06/2017 |
| Serota Mars Hill Ii | Asheville | NC | 10/2019 | 12/2024 |
| Serota Mars Hill Llc | Asheville | NC | 10/2019 | Present |
| Serota Llc | Asheville | NC | 10/2019 | Present |
| Serota Burnsville Llc | Burnsville | NC | 10/2019 | 12/2024 |
| Serota Yancey County Holdings Llc | Asheville | NC | 10/2019 | 12/2024 |
| Rikoon Family Enterprise Management Llc | Asheville | NC | 10/2019 | 12/2024 |
| Reed Creek Greenway Plaza Llc | Asheville | NC | 10/2019 | 12/2024 |
| Haywood Lender Holdings Llc | Asheville | NC | 10/2019 | 06/2023 |
| Shining Rock Advisors Llc | Alexander | NC | 09/2020 | Present |
Sage Barfield began providing accounting services to non-advisory clients at her home in October of 2019. The scope of these services is primarily bookkeeping related and takes up about 20 hours per month during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
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