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516 North Tryon Street, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-08-02 |
Branch Locations
516 North Tryon Street, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-27 |
| TX | RA | APPROVED_RES | 2018-06-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Charlotte | NC | 05/2009 | 06/2018 |
| Strategic Index Advisors, Llc | Charlotte | NC | 05/2017 | 12/2017 |
| Linden Thomas Advisory Services, Llc | Charlotte | NC | 12/2017 | Present |
| Linden Thomas And Company Securities, Llc | Charlotte | NC | 08/2017 | Present |
| Indexperts, Llc | Charlotte | NC | 06/2021 | Present |
2005-PRESENT, COMMERCIAL RENTAL PROPERTY, BLOWING ROCK, NC, NOT INVESTMENT-RELATED, OWNER OF BUILDING RENTED TO RESTAURANT, 0 HRS/MO; 06/2007-PRESENT, COMMERCIAL RENTAL PROPERTY, BLOWING ROCK, NC, NOT INVESTMENT-RELATED, 100% OWNERSHIP, 0 HRS/MO; 2012-PRESENT, SLT PROPERTIES, HOLDING COMPANY TO HOLD REAL ESTATE FOR FINET PRACTICE OFFICE, NOT INVESTMENT-RELATED, CHARLOTTE, NC, OWNER, 2 HRS/MO, 0 HRS DURING TRADING; 02/2018-PRESENT, LINDEN THOMAS ADVISORY SERVICES LLC, CHARLOTTE, NC, REGISTERED INVESTMENT ADVISER, INVESTMENT-RELATED, FOUNDER, 100-160 HRS/MO, 4-6 HRS DURING TRADING; 06/2021-PRESENT, INDEXPERTS LLC, CHARLOTTE, NC, REGISTERED INVESTMENT ADVISER, INVESTMENT-RELATED, FOUNDER; 09/2022-PRESENT, REAL ESTATE RENTAL, NOT INVESTMENT-RELATED, OWNER, 0 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-24 |
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