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120 Applecross Rd., Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-24 |
| NC | RA | APPROVED | 2017-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthstat, Inc. | Charlotte | NC | 05/2015 | 03/2017 |
| Bair Financial Llc | Raleigh | NC | 04/2017 | Present |
| Pottle Financial Services Inc | Pinehurst | NC | 08/2017 | Present |
Bair Financial LLC Non Investment-Related Address: 2803 Anderson Drive, Raleigh, NC 27608 Small Business Consulting Services / Financial Modeling President Start Date: 04/2017 Approximate Hours/Month Devoted to Bair Financial LLC: 25% of Hours Worked, 40-45 Regular Hours/Month Number of Hours Devoted to Bair Financial LLC During Securities Trading Hours: 25% of Available Hours Duties: I am the President of Bair Financial LLC. I assist small to mid-size, privately held companies and non-profits with financial and business-related modeling. I always disclose that Pottle Financial Services, Inc. is a priority and I act as a fiduciary, placing clients' needs first.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-10 |
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