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Equitycompass Investment Management, LLC CRD 145420
$221M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One South Street 25Th Floor, Baltimore, MD 21202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2010-01-22 |
Branch Locations
One South Street, Baltimore, MD 21202 • United States
One South Street 25Th Floor, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Baltimore | MD | 12/2005 | Present |
| Choice Financial Partners | St. Louis | MO | 05/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-30 |
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