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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-04 |
| GA | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | GA | 06/2015 | 06/2018 |
| 7-21 Capital | Charlotte | NC | 01/2017 | 01/2018 |
| Agricycle Namibia | Charlotte | NC | 10/2016 | 07/2018 |
| Valley Ridge Partners | Charlotte | NC | 01/2018 | 07/2018 |
| Bloomwood Capital Llc | Atlanta | GA | 03/2017 | Present |
| Corporate Finance Securities | Atlanta | GA | 01/2019 | 02/2024 |
| Corporate Finance Associates | Atlanta | GA | 01/2019 | 02/2024 |
| Cedar Valley Capital Llc | Charlotte | NC | 03/2021 | 08/2022 |
| Bloomwood Capital Advisors Llc | Atlanta | GA | 09/2022 | Present |
Aries Adaptive Media, 1420 E. 7th Street Ste 100, Charlotte NC 28204, Non-Investment related, Minority Shareholder (10% common equity), no duties, 5 Hrs/Mo, start Apr 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
| S66 | Uniform Combined State Law Examination | 2015-03-10 |
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