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Black Mountain, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina - Asheville | Asheville | NC | 08/2018 | 05/2022 |
| Alamance Community College | Graham | NC | 08/2016 | 05/2018 |
| Maynard Aquatic Center | Burlington | NC | 10/2015 | 05/2017 |
| University Of North Carolina - Asheville | Asheville | NC | 09/2022 | 04/2023 |
| Zack's Hotdogs | Burlington | NC | 05/2017 | 12/2019 |
| Doordash | Asheville | NC | 12/2019 | 10/2023 |
| Performance Tours Rafting | Beuna Vista | CO | 05/2022 | 08/2022 |
| Asheville Adventure Company | Asheville | NC | 05/2023 | Present |
| Springboard Financial Services | Black Mountain | NC | 03/2023 | Present |
| Springboard Tax Preparation | Black Mountain | NC | 01/2024 | Present |
Asheville Adventure Company, Not Investment Related, 521 Amboy Rd, Asheville, NC 28806, Raft Guide, 05/2023, 16hrs/wk approximately (June through August), River Guide. Springboard Tax Preparation, Not Investment Related, Black Mountain, NC 28711, Tax Preparation Services, Tax Preparer, 01/2024, 80 hrs/month (January through April)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
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