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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nav Capital Partners | Wilmette | IL | 07/2010 | 11/2021 |
| Foreside Fund Services, Llc | Flower Mound | TX | 10/2014 | 12/2017 |
| Cedar Capital, Llc | Flower Mound | TX | 01/2015 | 12/2017 |
| Investment Planners, Inc. | Flower Mound | TX | 01/2018 | 11/2021 |
| Ipi Wealth Management, Inc. | Flower Mound | TX | 01/2018 | 11/2021 |
| First Financial Equity Corporation | Addison | TX | 11/2021 | 04/2022 |
| Nav Capital Group | Flower Mound | TX | 11/2021 | Present |
| Innovation Partners Llc | Charlotte | NC | 04/2022 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2022 | Present |
1) NAV CAPITAL; FLOWER MOUND TX; STARTED 07/2010; MANAGING PARTNER; 0 HOURS PER MONTH DEVOTED TO BUSINESS. 2) KASH IS KING, LLC; FLOWER MOUND, TX; 8/2018; OWNER; NOT INVESTMENT RELATED - BUSINESS EXPENSES AND TAX PURPOSES; 1 HR PER MONTH / 0 DURING TRADING HRS. 3) Longevity Market Assets, RIA Referrals, fee, 3-5 hrs per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
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