RF M&A SERVICES LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 154250
- Registered since
- January 3, 2011
- Website
- www.blackarchpartners.com
Firm profile
FINTRXOverview
RF M&A Services LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2011. Ownership is recorded as a domestic entity and individual combination. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot supplied to FINTRX does not include explicit descriptions of fee arrangements, client segments, or specific business and advisory activities, so public-facing detail on service lines beyond the investment bank classification is limited.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WILLIAM EDWARDS
Chief Compliance OfficerCRD 4368899
Contacts
3 of 54RYAN JACKSON
Managing DirectorCRD 5380516
John Grimesey
Investment Banking AssociateCRD 7754941
Claire Duchene
Vice PresidentCRD 7542965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 227 W Trade St
- Time zone
- ET (UTC-5)
- Office locations
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