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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
Branch Locations
700 Spring Forest Road Suite 325, Raleigh, NC 27609 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington & Lee University | Lexington | VA | 09/2013 | 05/2017 |
| Piper Sandler Companies (Fka Piper Jaffray) | Charlotte | NC | 06/2017 | 12/2017 |
| Simon Quick Advisors, Llc | Morristown | NJ | 12/2017 | 09/2021 |
| Bbr Partners | New York | NY | 10/2021 | 06/2026 |
| Curi Capital | Raleigh | NC | 07/2026 | Present |
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