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Willow Spring, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED_RES | 2025-02-12 |
| PA | RA | APPROVED | 2023-10-06 |
| NC | RA | APPROVED | 2020-09-16 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Champion Sports & Entertainment | Chapel Hill | NC | 06/2014 | 12/2017 |
| Change Path Llc | Leawood | KS | 07/2017 | 11/2017 |
| Raleigh Capital Management Inc. | Cary | NC | 12/2017 | 07/2018 |
| Sycamore Financial Planning, Llc | Durham | NC | 07/2018 | 08/2020 |
| Fortitude Financial Planning Llc | Durham | NC | 08/2020 | Present |
| Fortitude Tax & Accounting Services, Llc | Durham | NC | 09/2021 | 10/2023 |
| The Greater Durham Black Chamber Of Commerce | Durham | NC | 01/2024 | Present |
Mr. Tracy serves as the Chief Financial Officer for the Greater Durham Black Chamber of Commerce, which started on 1/1/2024. This activity occupies approximately eight hours a month outside of trading hours. Mr. Tracy is compensated for these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-26 |
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