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1026 Jay Street Suite B153, Charlotte, NC 28208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-25 |
Branch Locations
4509 Creedmoor Road Suite 201, Raliegh, NC 27612 • United States
1026 Jay Street Suite B153, Charlotte, NC 28208 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Raleigh | NC | 02/2013 | 07/2021 |
| Tannin Capital, Llc | Charlotte | NC | 10/2021 | Present |
(1) Vivid Bainbridge Cobb Charitable Trust Address: Raleigh, NC Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related: Yes Start Date: 03/30/1994 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 4 Description of duties: As trustee I manage and distribute gifts from the trust to 3 beneficiaries bi-annually
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-26 |
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