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Clinton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2024-04-12 |
| NC | RA | APPROVED | 2024-03-01 |
Branch Locations
2920 W Broad St Suite 81, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huckleberry Capital Management | Eugene | OR | 08/2016 | 03/2024 |
| Redwood Valuation Partners, Llc | Asheville | NC | 01/2019 | 01/2021 |
| Shrier Associates, Llc | Clinton | MA | 03/2024 | Present |
| Fern Leaf Interactive, Llc | Ashville | NC | 07/2021 | Present |
Fern Leaf Interactive, LLC; CFO; Investment Related: No; Description of the business: Software company using climate data for community resilience planning.; Responsibilities Duties: Financial reporting; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
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