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39555 Orchard Hill Pl Suite 600, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-24 |
Branch Locations
39555 Orchard Hill Pl Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Epiphany School Of Global Studies | New Bern | NC | 08/2016 | 06/2017 |
| Altrius Capital Management | New Bern | NC | 06/2017 | 08/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2017 | 06/2018 |
| Altrius Capital Management | New Bern | NC | 06/2018 | 08/2018 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2018 | 06/2019 |
| Altrius Capital Management | New Bern | NC | 06/2019 | 08/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 06/2020 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2020 | 06/2021 |
| Wells Fargo Securities | Charlotte | NC | 07/2020 | 08/2020 |
| Wells Fargo Securities, Llc | New York | NY | 06/2021 | 02/2024 |
| H.I.G. Capital | New York | NY | 02/2024 | 02/2025 |
| Altrius Capital Management | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-23 |
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