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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-03-17 |
Branch Locations
15 Independence Boulevard Suite 410, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc (Captrust) | Bronx | NY | 01/2022 | Present |
| Portfolio Evaluation Inc. | New Jersey | NJ | 07/2021 | 12/2021 |
| Pickering Energy Partners | Houston | TX | 07/2019 | 07/2021 |
| Triple Crown Investments | Houston | TX | 05/2017 | 07/2019 |
| Texas Christian University | Fort Worth | TX | 08/2014 | 05/2017 |
1. Name: Block convey, Investment-Related: No Address: 447 Broadway New York, NY, Nature: Technology Position/Title: Consulting Start: 1.12.2022 Hours/Month: 0 Hours during Market Hours: 0 Duties: Advising on tech strategies 2. Name: Fides LLC dba L.Ludicis Design, Investment-Related: No Address: 5 Putters Way, Middleton, NY, Nature: Graphic Design Position/Title: Owner Start: 8.29.2023 Hours/Month: 0 Hours during Market Hours: 0 Duties: consulting with staff as needed
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