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Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-31 |
| FL | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Point Advisors | San Francisco | CA | 01/2014 | Present |
| Hk Funds, Llc | Jacksonville | FL | 08/2025 | Present |
name; John Hunt IRA Beneficiary Trust investment-related; No address; 4611 Ortega Blvd Jacksonville FL 32210 nature business; I serve as the trustee of a trust that was created by my father on behalf of his grand kids. The trust investments are managed by a third party wealth management firm unrelated to HK Funds position; Trustee start date; 2015-01-24 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 1 name; North Point M&A investment-related; Yes address; 580 California Street San Francisco CA 94104 nature business; Strategic Advisory and M&A firm position; Managing Director start date; 2014-01-24 hours/month devoted to business; 35 hours devoted to business outside securities trading hours; 0 name; Balsam Lake Club investment-related; No address; 2CF2+H4 Livingston Manor New York 12758 nature business; Fly fishing club position; Member of Board of Directors start date; 2022-01-24 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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