This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Employees

4

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Custody, client assets

$60.4M

CRD

339657

Filings on the tape

1

First filed

Jun 29, 2026

Latest filed

Jun 29, 2026

Organised

Limited Liability Company, NC

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ed7a258-1e58-c084-1fa4-5987c3122c2b

First observed

Jun 29, 2026

Last observed

Jun 29, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.