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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| IL | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED_RES | 2025-12-15 |
| MN | RA | APPROVED | 2023-08-04 |
| NC | RA | APPROVED | 2023-08-04 |
Branch Locations
555 Fayetteville Street Ste 300, Raleigh, NC 27601 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharpvue Capital, Llc | Raleigh | NY | 08/2016 | 06/2019 |
| Curi Wealth Management Llc | Raleigh | NC | 06/2019 | 08/2023 |
| Northrock Partners | Raleigh | NC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-11 |
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