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Traverse City, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot, Inc | Petoskey / Alpena / Traverse City | MI | 01/1998 | 01/2025 |
| Blue Velocity Llc | Traverse City | MI | 01/2021 | Present |
| Apepa Advisors Llc | Traverse City | MI | 12/2025 | Present |
Blue Velocity LLC, non-investment related. 2167 Cuyahoga Court, Traverse City, MI 49686. Technology start-up. Founding member. Entirely separate from ApepA Advisors LLC or private family trust. August, 2021. Approximately eight hours per month, during non-trading hours. Provide strategic input related to business development and technology initiatives. Private family trust, investment related. 2167 Cuyahoga Court, Traverse City, MI 49686. Family trust. Trustee. Entirely separate from ApepA Advisors LLC and Blue Velocity LLC. February, 2020. Approximately four hours per month, one hour per month during trading hours. Exercise fiduciary and investment decision-making authority solely in a personal capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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