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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next World Assets, Llc | Durham | NC | 02/2024 | Present |
| Activest, Llc | Washington | DC | 07/2023 | Present |
| Frontline Solutions International Llc | Washington | DC | 05/2005 | Present |
| Mary Reynolds Babcock Foundation | Winston-Salem | NC | 03/2021 | 06/2022 |
| Activest, Llc | Durham | NC | 03/2015 | Present |
| University Of North Carolina | Chapel Hill | NC | 01/2009 | 05/2018 |
(1)Activest, LLC, Investment-Related, located at 712 H. Street NE, #993, Washington, DC 20002; Activest, LLC conducts municipal securities investment research related to the promotion of racial, social, and economic justice; Interim CEO; started with Activest in 03/2015; Devote approximately 80 hours per month to Activest, 60 of which are during trading hours. (2)Frontline Solutions International LLC, not investment-related; located at Address: 1032 15th Street NW, Unit 303, Washington, DC 20005. Frontline Solutions offers business consulting to philanthropic and nonprofit organizations to promote justice, equity, and inclusion; Co-Founder and Senior Partner; started in 05/2005; devotes approximately 80 hours per month to Frontline Solutions, 60 of which are during trading hours. (3) Manifest Black LLC, not investment-related; located at 1032 15th St NW Unit 303, Washington, DC 20005. Manifest Black, LLC is a holding company for a single vacation rental property; Owner, started 07/2021; devotes approximately 4 hour per month to Manifest Black, LLC, all of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-13 |
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