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 has been SEC-registered since 2011. The firm is classified as an investment bank rather than a traditional asset manager or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Public data indicate the firm does not position itself as an ESG-focused investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 54
Ryan 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
Similar firms
Allspring Funds Distributor, LLC
Broker-DealerCharlotte, NC
Barings Securities LLC
Broker-DealerCharlotte, NC
Ally Invest Securities LLC
Broker-DealerCharlotte, NC
Optsecurities, LLC
Broker-DealerCharlotte, NC
Elevation, LLC
Broker-DealerCharlotte, NC
Mcduffie/Morris Financial Group, Inc.
Broker-DealerCharlotte, NC