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1101 Haynes St Suite 213, Raleigh, NC 27604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highschool | Clifton Park | NY | 04/2015 | 08/2019 |
| Olympia Sports | Clifton Park | NY | 08/2019 | 02/2020 |
| Lynn Associates | Albany | NY | 05/2020 | 08/2020 |
| University Of South Carolina - Columbia | Columbia | SC | 08/2021 | 05/2025 |
| Northway Golf Center | Clifton Park | NY | 05/2023 | 08/2023 |
| Hall's Chophouse | Columbia | SC | 03/2024 | 05/2024 |
| Gp Fund Solutions | Latham | NY | 05/2024 | 08/2024 |
| Solina Golf Club | Columbia | SC | 08/2024 | 04/2025 |
| Unemployed | Clifton Park | NY | 08/2020 | 08/2021 |
| Mohawk Golf Club | Schenectady | NY | 05/2025 | 08/2025 |
| Dick's Sporting Goods | Lathan | NY | 05/2022 | 08/2022 |
| Broad Reach Capital Llc | Raleigh | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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