Chason Ray Arrington

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-18
NC	RA	APPROVED	2018-09-24

Branch Locations

110A Applecross Rd, Pinehurst, NC 28374 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hendersonville	NC	06/2018	Present
Hometrust Bank	Shelby	NC	03/2018	05/2018
Ruby C. Hunt Ymca	Shelby	NC	05/2017	05/2018
Gardner-Webb University Undergraduate Program	Boiling Springs	NC	06/2013	06/2017
Gardner-Webb Universtiy Graduate Program	Boiling Springs	NC	06/2017	06/2018
Bank Of America, N.A.	Hendersonville	NC	07/2018	Present

06/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hendersonville, NC
03/2018 → 05/2018

Hometrust Bank

Shelby, NC
05/2017 → 05/2018

Ruby C. Hunt Ymca

Shelby, NC
06/2013 → 06/2017

Gardner-Webb University Undergraduate Program

Boiling Springs, NC
06/2017 → 06/2018

Gardner-Webb Universtiy Graduate Program

Boiling Springs, NC
07/2018 → Present

Bank Of America, N.A.

Hendersonville, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-21