Best Investors Account Sign in
Current Employers
Washburn Capital Management Inc.

70 Royal Palm Pointe Suite C, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-15
  • FL RA
    APPROVED
    Since 2023-06-15

Branch Locations

70 Royal Palm Pointe Suite C, Vero Beach, FL 32960 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hillview Capital Advisors New York NY 12/2017 07/2019
Brown Advisory New York NY 08/2009 12/2017
Coastal Bridge Advisors Westport CT 08/2019 11/2021
Washburn Capital Management Inc. Vero Beach FL 06/2023 Present
Aph, Llc Vero Beach FL 11/2021 06/2023
Pickleball University Vero Beach FL 01/2025 Present
  • 12/2017 → 07/2019
    Hillview Capital Advisors
    New York, NY
  • 08/2009 → 12/2017
    Brown Advisory
    New York, NY
  • 08/2019 → 11/2021
    Westport, CT
  • 06/2023 → Present
    Vero Beach, FL
  • 11/2021 → 06/2023
    Aph, Llc
    Vero Beach, FL
  • 01/2025 → Present
    Pickleball University
    Vero Beach, FL
Previous Registrations
  • 2019-08-09 → 2021-11-10
    Westport, CT
  • 2018-03-20 → 2019-07-31
    Hillview Capital Advisors, Llc
    New York, NY
Other Businesses

Pickleball University 2216 FL-5, Vero Beach, FL 32960; treasurer; review budget and project expenses/capital improvements; hours per month 2-5 hours; not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-20
  • S65 Uniform Investment Adviser Law Examination
    2018-03-20

View on SEC IAPD

More in Vero Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor