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Inactive

Wingate Grim

Four Points Advisors, LLC

New York, NY

Newtown Square, PA

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Current Employers
Four Points Advisors, Llc

99 Park Avenue Floor 8, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-15
  • PA RA
    APPROVED
    Since 2024-02-15

Branch Locations

99 Park Avenue Floor 8, New York, NY 10016 • United States

2 Campus Blvd Suite 103, Newtown Square, PA 19073 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jd Group Holdings, Llc Wayne PA 08/2023 Present
The Philadelphia Trust Company Philadelphia PA 03/2021 07/2023
Unemployed Philadelphia PA 05/2020 03/2021
The Philadelphia Trust Company Philadelphia PA 06/2018 05/2020
The Pennsylvania State University State College PA 07/2014 05/2018
  • 08/2023 → Present
    Jd Group Holdings, Llc
    Wayne, PA
  • 03/2021 → 07/2023
    The Philadelphia Trust Company
    Philadelphia, PA
  • 05/2020 → 03/2021
    Unemployed
    Philadelphia, PA
  • 06/2018 → 05/2020
    The Philadelphia Trust Company
    Philadelphia, PA
  • 07/2014 → 05/2018
    The Pennsylvania State University
    State College, PA
Other Businesses

JD Group Holdings, LLC; Family Office, Investment Related; 2 Campus Blvd, Newtown Square, PA; Analyst; Start 08/2023; 100 hours/month, 100% during trading hours; Duties include Research & Portfolio Management

Designations

View on SEC IAPD

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BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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