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Joseph Michael Warwick

Catholic Values Endowment Advisory Group LLC

Charlotte, NC

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Current Employers
Catholic Values Endowment Advisory Group Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-11
  • NC RA
    APPROVED
    Since 2026-05-11

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cross Point Capital Llc Princeton NJ 03/2010 08/2020
Academy Securities Chapel Hill NC 09/2020 08/2022
Blaylock Van, Llc New York NY 12/2022 09/2023
Unemployed Charlotte NC 09/2022 11/2022
Patriot Investment Management Group Inc Knoxville TN 12/2023 09/2024
Self Employed Charlotte NC 09/2024 12/2025
Catholic Values Endowment Advisory Group Llc Charlotte NC 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-29
S63 Uniform Securities Agent State Law Examination 1988-02-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-29
  • S63 Uniform Securities Agent State Law Examination
    1988-02-19
Other Names
  • Joe Warwick
  • Joseph Warwick

View on SEC IAPD

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