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Sherman Financial CRD 285007
40 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
902 Crestwood Lane, Chapel Hill, NC 27514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sherman Financial Consutling | Chapel Hill | NC | 12/2015 | Present |
Proprieter of Sherman Financial Consulting, a non-investment related business providing small business and non-profit financial consulting and management services. Approximately 80 hours per month and 2 hours per day during trading hours are spent in this business. I am also a co-owner of Harmony Music Studios LLC, a non-investment related business providing music lessons in Chapel Hill, NC. Approximately 10 hours per month are spend in this business, non during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-02 |
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