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104 Paisley St., Greensboro, NC 27401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-29 |
| NC | RA | APPROVED | 2022-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| By Design Financial Planning, Llc | Greensboro | NC | 08/2022 | Present |
| Envestnet | Greensboro | NC | 08/2012 | 10/2022 |
| Tlr Rentals, Llc | Greensboro | NC | 09/2021 | Present |
| By Design Consulting Services, Llc | Greensboro | NC | 01/2023 | Present |
TLR Rentals, LLC; NOT investment-related; Greensboro, NC; nature of business: To produce income by purchasing real estate properties; Owner (since September 2021 ); Approximate Hours Per Month: 2-5; # of hours devoted during securities trading hours: 0; Duties: Acquire properties, property management, tenant relations, and bookkeeping. By Design Consulting Services, LLC; NOT investment-related; Greensboro, NC; nature of business: provides software consulting services to other businesses; Owner (since January 2023); Approximate Hours Per Month: 80 - 100 hrs; # of hours devoted during securities trading hours: 20; Duties: Analyze current software in use for businesses, provide guidance on software solutions, assist with implementing new technology/software and best practices, and tax preparation.
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