top of page
ADVISOR TEST REPORTS
BD or RIA Name
Advisor
Fund
Test Date
Result
Score
Arkadios
Tom Brady
Patreon SPV
05/07/2023
Pass
90%
Morgan Stanley
Joe Montana
Rappi SPV
05/05/2023
Fail
50%
Raymond James
Jim Zorn
Rappi SPV
05/01/2023
Pass
78%
LPL
Tiny Tim
Patreon SPV
05/01/2023
Pass
80%
Cambridge
Magic Johnson
SpaceX SPV
04/15/2023
Incomplete
na
Morgan Stanley
Kobe Bryant
Growth Equity Fund IV
03/21/2023
Incomplete
na
Prime Capital
Randy Johnson
Growth Equity Fund IV
03/15/2023
Pass
90%
Saxony
Bo Jackson
Growth Equity Fund IV
03/07/2023
Fail
50%
Strategic Financial
Patrick Mahomes
Growth Equity Fund IV
04/05/2023
Pass
77%
Barber Financial
Michael Jordan
SpaceX SPV
04/01/2023
Pass
80%
Advisor Test Result:
Advisor Test Result:
bottom of page