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6836 Carnegie Blvd, Ste 240, Charlotte, NC 28211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-05 |
Branch Locations
6836 Carnegie Blvd, Ste 240, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation, Llc | Charlotte | NC | 12/2005 | Present |
| Prodeo Asset Management, Llp | Charlotte | NC | 04/2017 | Present |
I AM A SHAREHOLDER IN VP RESEARCH, INC. and serve as a Director and an officer of the firm. UTILIZING THE BRAND VARIANT PERCEPTION, THE FIRM PROVIDES GLOBAL MACRO, CROSS ASSET CLASS, MARKET COMMENTARY AND ACTIONABLE TRADE IDEAS TO US AND INTERNATIONAL CLIENTS. I am the Manager and Registered Agent of Big Label Records, LLC. I am the CEO of Elevation LLC, a FINRA-registered broker dealer. I am a Partner in Prodeo Asset Management, LLP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-19 |
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