Best Investors Account Sign in
Current Employers
Platform Technology Partners

63 Forest Avenue, Locust Valley, NY 11560 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-03
NY RA APPROVED 2022-09-12
  • GA RA
    APPROVED
    Since 2022-10-03
  • NY RA
    APPROVED
    Since 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

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
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
  • 01/2007 → Present
    Company Blue Beech, Llc
    North Augusta, SC
  • 10/2019 → 12/2020
    Peachtree Investment Solutions
    Atlanta, GA
  • 01/2020 → Present
    Ursula Capital Partners Lp
    Woodbury, NY
  • 11/2015 → Present
    Horse Creek Trust Llc
    North Augusta, SC
  • 10/2021 → Present
    Monarch Private Capital
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-12
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Locust Valley, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor