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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
1560 Park Lane, Suite 1, Fernandina Beach, FL 32034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverplace Capital Management Inc | Jacksonville | FL | 02/2018 | 06/2026 |
| Advantage Dermatology | Jacksonville | FL | 07/2017 | 09/2017 |
| Regions Bank | Jacksonville | FL | 09/2012 | 07/2017 |
| Self Employed | Jacksonville | FL | 10/2017 | 01/2018 |
| Elevation Point Wealth Partners | Fernandina Beach | FL | 06/2026 | Present |
ACTIVITY 1 - DOWNTOWN INVESTMENT AUTHORITY Business Address: 117 W Duval Street, Suite 310, Jacksonville, FL 32202 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Vice Chair Start Date: 03/2024 Nature of Business: Independent agency of the City of Jacksonville. Reviews development incentive packages and pro formas in the downtown tax increment districts, administers and reinvests tax increment revenue to promote economic development, and returns non-revenue-generating parcels to productive use. Approximate hours/month: 15 Approximate hours/month during trading hours: 5 Description of Duties: Board member of the Downtown Investment Authority since 2024, currently serving as Vice Chair of the Board. Attend and participate in board and committee meetings, review board and budget materials, and vote on matters before the Board. Committee assignments are set annually by the Board Chair. No investment authority. Compensated? No ACTIVITY 2 - JACKSONVILLE SPEECH & HEARING CENTER Business Address: 1010 N Davis Street, Suite 101, Jacksonville, FL 32209 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Chair-Elect Start Date: 09/2019 Nature of Business: Nonprofit (501(c)(3)) speech and hearing health clinic. Approximate hours/month: 10 Approximate hours/month during trading hours: 10 Description of Duties: Board member and Chair-Elect. Serve on the Center's Investment Committee, which meets quarterly with the Center's third-party investment manager and provides oversight to confirm the manager is adhering to the Center's Investment Policy Statement. Provide no securities advice or investment recommendations. Compensated? No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
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