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Current Employers
New Albany Capital Partners, Llc

Bluffton, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-03-26
  • SC RA
    APPROVED
    Since 2019-03-26

Branch Locations

Bluffton, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Albany Capital Partners, Llc Bluffton SC 09/2007 Present
Redtree Investment Group Cincinnati OH 03/2019 12/2021
Redtree Investment Group Cincinnati OH 01/2022 07/2023
Previous Registrations
  • 2019-04-01 → 2022-01-04
    Columbus, OH
    Cincinnati, OH
    Bluffton, SC
  • 2005-03-10 → 2008-05-09
    Sweetwater Asset Management Llc
    Columbus, OH
  • 2003-05-07 → 2005-07-14
    Bpu Investment Management Inc.
    Pittsburgh, PA
Designations

View on SEC IAPD

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