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Griffin Schulz

Flexincome Fund

Westhampton, NY

CRD 8134010

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Employer firm

Flexincome Fund CRD 337942

$7.40M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Flexincome Fund

1 Pine Grove Court, Westhampton, NY 11977 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-09
  • NY RA
    APPROVED
    Since 2025-10-09

Branch Locations

Westhampton, NY • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bhg Financial Westhampton NY 10/2022 02/2023
Symmetry Financial Group Westhampton NY 05/2021 09/2022
Margarita Grille Westhampton Beach NY 06/2015 09/2017
College Westhampton NY 09/2017 05/2021
Self-Employed Westhampton NY 02/2023 06/2025
Black Eagle Asset Management Westhampton NY 05/2021 10/2022
Flexincome Fund Westhampton NY 06/2025 Present
  • 10/2022 → 02/2023
    Bhg Financial
    Westhampton, NY
  • 05/2021 → 09/2022
    Symmetry Financial Group
    Westhampton, NY
  • 06/2015 → 09/2017
    Margarita Grille
    Westhampton Beach, NY
  • 09/2017 → 05/2021
    College
    Westhampton, NY
  • 02/2023 → 06/2025
    Self-Employed
    Westhampton, NY
  • 05/2021 → 10/2022
    Black Eagle Asset Management
    Westhampton, NY
  • 06/2025 → Present
    Flexincome Fund
    Westhampton, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-17
  • S65 Uniform Investment Adviser Law Examination
    2024-04-17

View on SEC IAPD

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