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Current Employers
Prodeo Asset Management, Llp

6836 Carnegie Blvd, Ste 240, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-12-05
  • NC RA
    APPROVED
    Since 2024-12-05

Branch Locations

6836 Carnegie Blvd, Ste 240, Charlotte, NC 28211 • 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
Elevation, Llc Charlotte NC 12/2005 Present
Prodeo Asset Management, Llp Charlotte NC 04/2017 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-28
S63 Uniform Securities Agent State Law Examination 1990-07-19
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28
  • S63 Uniform Securities Agent State Law Examination
    1990-07-19
Other Names
  • Pat Sheehan

View on SEC IAPD

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