0001881014-23-000035.txt : 20231215
0001881014-23-000035.hdr.sgml : 20231215
20231215131202
ACCESSION NUMBER: 0001881014-23-000035
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: VITNER,AMY,SUE,
FILED AS OF DATE: 20231215
DATE AS OF CHANGE: 20231215
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: First Tryon Advisors, LLC
CENTRAL INDEX KEY: 0001881014
IRS NUMBER: 872164766
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05663
FILM NUMBER: 231489592
BUSINESS ADDRESS:
STREET 1: 122 SEVERN AVENUE
CITY: ANNAPOLIS
STATE: MD
ZIP: 21403
BUSINESS PHONE: 7049262445
MAIL ADDRESS:
STREET 1: 6101 CARNEGIE BLVD.
STREET 2: SUITE 210
CITY: CHARLOTTE
STATE: NC
ZIP: 28209
MA-I/A
1
primary_doc.xml
MA-I/A
0001881014
XXXXXXXX
Ted Vogtman
973-618-9509
tvogtman@alternativereg.com
kbrunnemeriii@firsttryon.com
N
0001881014-23-000025
N
Amy
Sue
Vitner
2502637
N
1
0001881014
First Tryon Advisors, LLC
First Tryon Advisors
12-20-2022
N
867-02606
LOCATED
SUPERVISED
12-20-2022
6101 Carnegie Blvd.
Suite 210
CHARLOTTE
NC
28209
Amy
Sue
Gamache
12-2022
First Tryon Advisors, LLC
CHARLOTTE
NC
28209
Y
N
Managing Director
03-2014
03-2023
First Tryon Securities, LLC
Charlotte
NC
28209
Y
Y
Managing Director
10-2009
03-2014
First Southwest Company
Charlotte
NC
28209
Y
Y
Financial Advisor
Y
04-2018
Jewish Federation of Greater Charlotte
5007 Providence Road
CHARLOTTE
NC
28226
N
N
Non-profit that provides fundraising and distribution of funds to various non-profit agencies and provides programming on behalf of the community
Currently First VP; Incoming Board Chair (April 2024), Currently serve on finance and executive committees
10
Budgetary oversight on finance committee
06-2008
Two Rental Properties
309 Wades Lane
VILAS
NC
28692
N
N
Two Rental Cabins
Owner
4
Property Management
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
12-15-2023
Kimberly McManus
President, Alternative Regulatory Solutions, LLC