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Peter Jameson Harris

Biltmore Family Office, LLC

Charlotte, NC

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Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-23
  • NC RA
    APPROVED
    Since 2022-05-23

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • 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
Northcoast Asset Management Greenwich CT 06/2015 04/2021
Adherence, Llc New York NY 06/2021 10/2021
Biltmore Family Office, Llc Charlotte NC 10/2021 Present
  • 06/2015 → 04/2021
    Northcoast Asset Management
    Greenwich, CT
  • 06/2021 → 10/2021
    Adherence, Llc
    New York, NY
  • 10/2021 → Present
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-23
  • S65 Uniform Investment Adviser Law Examination
    2022-05-23

View on SEC IAPD

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