Brittny Hobkirk

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-06-18
NC	RA	APPROVED	2021-06-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
North Star Consultants, Inc	Minneapolis	MN	04/2013	09/2020
Minnesota Life Insurance Company	St Paul	MN	04/2013	09/2020
Securian Financial Services, Inc	St Paul	MN	04/2013	09/2020
Cri Securities, Llc	Minneapolis	MN	04/2013	09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Asheville	NC	05/2021	Present
Anytime Fitness	Youngsville	NC	03/2020	03/2021
Bank Of America, N.A.	Asheville	NC	06/2025	Present

04/2013 → 09/2020

North Star Consultants, Inc

Minneapolis, MN
04/2013 → 09/2020

Minnesota Life Insurance Company

St Paul, MN
04/2013 → 09/2020

Securian Financial Services, Inc

St Paul, MN
04/2013 → 09/2020

Cri Securities, Llc

Minneapolis, MN
05/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Asheville, NC
03/2020 → 03/2021

Anytime Fitness

Youngsville, NC
06/2025 → Present

Bank Of America, N.A.

Asheville, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-19

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