Richard Hakim Drew

Current Employers

Employment History

• 02/2010 → 10/2017
  Wells Fargo Distributor, Llc
  New York, NY
• 11/2024 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 11/2017 → 12/2017
  Unemployed
  Waxhaw, NC
• 01/2018 → 10/2024
  Sedna Wealth Management, Llc
  Waxhaw, NC

Previous Registrations

• 2018-03-06 → 2024-09-22
  Sedna Wealth Management, Llc
  Waxhaw, NC
• 2010-02-23 → 2017-10-10
  Allspring Funds Management, Llc
  Boston, MA
• 2009-10-16 → 2009-12-31
  Evergreen Investment Management Co
  Boston, MA

Other Businesses

Name - Magellan Federal Business is - non-investment related (based upon definition) Address - 2800 Shirlington Rd #350 Arlington VA 22206 Nature of Business - Financial Planning - Providing personal financial consultation to military service members and their families Position - Personal Financial Counselor Title - Personal Financial Counselor, Employee Start Date - August 15th, 2023 Hours Per Month - 0-48 Hours Per Month Monthly Hours During Trading Hours - 0 Hours Per Month During Trading Hours Duties - Provide personal counseling to Military Service Members and Their Families: Counseling includes financial topics such as Retirement , Financial Planning, Budget Planning, Banking and Insurance, Home Buying. In this role their is no securities transactions or financial advice given. TenTen Capital, LLC, DBA Property Cash Flow; Founder and Managing Member; Not investment-related in the traditional securities sense; Property Cash Flow provides real estate consulting and educational services to property owners, investors, and developers. The business assists clients in understanding property structuring, SPV formation, and emerging blockchain applications for real estate. The firm does not provide securities advice, solicit investments, or manage assets. www.propcashflow.com; Duties: I provide management for business development, client education, and strategic partnerships with technology providers; my role is limited to administrative and management oversight, do not engage in securities transactions, investment sales or fundraising activities; Address: 1216 Autumn Ridge Drive, Waxhaw NC 28173; Start: 10/1/2025; 5-10 per month devoted to this activity; 1-2 hours per month during securities trading hours (primarily administrative or communication based, conducted outside of client-facing time).

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-13
• S63 Uniform Securities Agent State Law Examination
  1998-10-28

Designations

Other Names

• Rick Drew