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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-18 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Boone, NC • United States
5101 Dunlea Ct Ste 204C, Wilmington, NC 28405 • United States
Wilmington, NC • United States
5101 Dunlea Ct Ste 204-C, Wilmington, NC 28405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-27 |
| CA | RA | APPROVED | 1997-05-19 |
Branch Locations
5101 Dunlea Ct Ste 204-C, Wilmington, NC 28405 • United States
5101 Dunlea Court Suite 204C, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Long Family Office | Reedley | CA | 04/1997 | 05/2026 |
| Savvy | Wilmington | NC | 05/2026 | Present |
| Randy M. Long | Reedley | CA | 05/1991 | 12/2020 |
| Long Business Advisors | Wilmington | NC | 08/2015 | Present |
1) Long Business Advisors, LLC (D/B/A BuildProveSell.com) 5101 Dunlea Ct., Ste. 204C, Wilmington, NC. 28405. LBA is a consulting business wherein we do exit planning for business owners. I am the manager of LBA. Articles filed July 31, 2015. Devote approximately 80 hours a month to LBA business. 3-4 hours per day during trading hours. 2) Long Family Office / R M Long Investment Advisory, Inc.; Investment related, Wilmington, NC, 28405; serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 05/18/2026, same hours as role at Savvy -this is the DBA for this role. Long Family Office is the DBA, R M Long Investment Advisory, Inc is the entity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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