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63 Forest Avenue, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-03 |
| NY | RA | APPROVED | 2022-09-12 |
Branch Locations
63 Forest Avenue, Locust Valley, NY 11560 • United States
43 Crystal Lake Dr Ste 200, North Augusta, SC 29841 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Company Blue Beech, Llc | North Augusta | SC | 01/2007 | Present |
| Peachtree Investment Solutions | Atlanta | GA | 10/2019 | 12/2020 |
| Ursula Capital Partners Lp | Woodbury | NY | 01/2020 | Present |
| Horse Creek Trust Llc | North Augusta | SC | 11/2015 | Present |
| Monarch Private Capital | Atlanta | GA | 10/2021 | Present |
Blue Beech, LLC; Real Estate Investment related; 43 Crystal Lake Dr ste 200 North Augusta, SC 298421; President; a variety of project management consulting roles for real estate development ventures; 2007; 80 hours per month Horse Creek Trust/Horse Creek Trust Resource Management; noninvestment related; 43 Crystal Lake Dr ste, North Augusta, SC 29841; President; community redevelopment entity for the revitalization of Graniteville, SC, November 2015; 20 hours per month Ursula Capital Partners; investment related; 135 Crossways Park Dr ste; 402 Woodbury, NY 11797; Associate; January 2021; assist in marketing strategy for firm; 8 hours per month Monarch Private Capital; investment related; Monarch Plaza 3414 Peachtree Rd ste 825 Atlanta, GA 30326; ESG Investment Strategist; October 2021; facilitating new relationship introduction with prospective tax credit dependent developers and prospective institutional tax equity investors; 36 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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