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Ellen Rachel Long

Long Family Office

Wilmington, NC

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Current Employers
Long Family Office

5101 Dunlea Ct Ste 204-C, Wilmington, NC 28405 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2014-04-07
  • NC RA
    APPROVED
    Since 2014-04-07

Branch Locations

5101 Dunlea Court Suite 204C, Wilmington, NC 28405 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Long Family Office Wilmington NC 04/2013 06/2024
Long Business Advisors, Llc Wilmington NC 08/2015 10/2020
Long Family Office Wilmington NC 06/2024 Present
Paktolos Llc Charlotte NC 10/2020 Present
  • 04/2013 → 06/2024
    Long Family Office
    Wilmington, NC
  • 08/2015 → 10/2020
    Long Business Advisors, Llc
    Wilmington, NC
  • 06/2024 → Present
    Long Family Office
    Wilmington, NC
  • 10/2020 → Present
    Paktolos Llc
    Charlotte, NC
Other Businesses

PAKTOLOS LLC, OWNER/MANAGER. 5101 Dunlea Ct, Suite 204-C, Wilmington, North Carolina, 28405. BUSINESS CONSULTING. 10/2020. APPROXIMATELY 40 HOURS PER WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-07
  • S65 Uniform Investment Adviser Law Examination
    2014-04-07
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MORGAN STANLEY

Other Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

More in Wilmington, NC

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