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120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
| NC | RA | APPROVED | 2024-01-10 |
Branch Locations
Staatsburg, NY • United States
120 Club Oaks Court Suite 200, Winston Salem, NC 27104-4680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dann Asset Advisors, Llc | New York | NY | 04/2011 | 01/2024 |
| Darnet Realty Associates, Llc | New York | NY | 01/2016 | Present |
| Sheets Smith Wealth Management, Inc | Winston-Salem | NC | 01/2024 | Present |
DARNET REALTY ASSOCIATES, LLC; INVESTMENT RELATED; NEW YORK, NY; FAMILY REAL ESTATE BUSINESS; CO-MANAGER; START DATE 01/2016; APPROX. 2 HR/MONTH, 0 HRS DURING SECURITIES TRADING HOURS; HELP MANAGE A FAMILY REAL ESTATE INTEREST. CATSKILL CENTER FOR CONSERVATION AND DEVELOPMENT INC; NON-INVESTMENT RELATED BUSINESS; BOARD MEMBER, TREASURER, MEMBER OF INVESTMENT COMMITTEE; ARKVILLE, NY; NOT FOR PROFIT FOCUSED ON CONSERVATION AND DEVELOPMENT IN THE CATSKILL REGION; 12/2020; APPROX 4 HRS/MONTH; 0 HRS DURING TRADING HOURS. NEW YORK-NEW JERSEY TRAIL CONFERENCE; NON-INVESTMENT RELATED BUSINESS; MEMBER OF INVESTMENT COMMITTEE; MAHWAH, NJ; NOT FOR PROFIT FOCUSED ON DEVELOPMENT AND MAINTENANCE OF HIKING TRAIL SYSTEM IN GREATER NYC AND SURROUNDING REGION; APPROX 8 HRS/YEAR; 0 HRS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-08 |
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