Alexander Colin Lohrman

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Party Reflections	Greenbsoro	NC	05/2021	10/2022
Costco Wholesale	Greensboro	NC	10/2022	05/2023
Blakely Financial/ National Financial Services Llc	High Point	NC	05/2023	07/2024
Chick-Fil-A	Greensboro	NC	10/2024	01/2026
Shore Point Advisory Group	High Point	NC	10/2025	Present
Dilishi Frozen Yogurt	Greensboro	NC	08/2020	05/2021
Northern Guilford High School	Greensboro	NC	08/2018	05/2022
Guilford Middle School	Greensboro	NC	08/2015	05/2018

05/2021 → 10/2022

Party Reflections

Greenbsoro, NC
10/2022 → 05/2023

Costco Wholesale

Greensboro, NC
05/2023 → 07/2024

Blakely Financial/ National Financial Services Llc

High Point, NC
10/2024 → 01/2026

Chick-Fil-A

Greensboro, NC
10/2025 → Present

Shore Point Advisory Group

High Point, NC
08/2020 → 05/2021

Dilishi Frozen Yogurt

Greensboro, NC
08/2018 → 05/2022

Northern Guilford High School

Greensboro, NC
08/2015 → 05/2018

Guilford Middle School

Greensboro, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-13

Other Firms