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32 N. Front Street, Wilmington, NC 28401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-29 |
| NC | RA | APPROVED | 2017-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Jacksonville | NC | 05/2008 | 07/2017 |
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 08/2017 | Present |
| Tilia Fiduciary Partners, Inc. | Wilmington | NC | 01/2022 | Present |
1.) Tilia Holdings, LLC., Member/Owner, Real estate holding company, 32 North Front Street, Wilmington NC 28401, Not investment related, Started 01/06/2022, <1 hour/month devoted during securities trading hours, Passive real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-13 |
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