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920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2025-02-11 |
Branch Locations
920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Nevada University | Incline Village | NV | 08/2016 | 05/2020 |
| Hyatt Lake Tahoe | Incline Village | NV | 05/2018 | 03/2020 |
| Unemployed | Incline Village | NV | 05/2020 | 09/2020 |
| Incline Investment Management | Durham | NC | 09/2020 | Present |
| Incline Investment Advisors, Llc | Durham | NC | 02/2021 | Present |
INCLINE INVESTMENT MANAGEMENT; INVESTMENT RELATED; MAIN OFFICE: INCLINE VILLAGE, NV, WORK FROM HOME OFFICE - DURHAM, NC; RIA FIRM; CLIENT RELATIONS; START DATE: 09/2020; 80/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
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