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Washington, Dc, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lund Capital Management, Llc | District Of Columbia | DC | 03/2023 | Present |
| Charlotte Symphony | Charlotte | NC | 07/2021 | 08/2021 |
| Georgia Theater | Athens | GA | 08/2016 | 04/2018 |
| Asm Global | Denver | CO | 01/2020 | 03/2020 |
| Charlotte Symphony Orchestra | Charlotte | NC | 04/2018 | 10/2019 |
| Self-Employed | Denver | CO | 09/2021 | 05/2023 |
| Self-Employed | Denver | CO | 05/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-09 |
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