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100 South Rockland Falls Road, Rockland, DE 19732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| DE | RA | APPROVED | 2020-03-02 |
Branch Locations
100 South Rockland Falls Road, Rockland, DE 19732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainline Private Wealth, Llc | Wynnewood | PA | 10/2017 | 02/2020 |
| Morningstar, Inc. | Chicago | IL | 05/2014 | 10/2017 |
| Grey Fox Wealth Advisors, Llc | Wilmington | DE | 02/2020 | Present |
Kevin Dombrowski serves as a Partner at Grey Fox Capital, LLC. This is a private equity company that raises capital for real estate or business investment in Opportunity Zones. Grey Fox Capital is headquartered at 112 French Street, Wilmington, DE 19801. He dedicates roughly 5 hours per month to these activities, primarily outside of securities trading hours. Kevin's responsibilities include identifying potential investments and modeling the projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
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