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2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-15 |
Branch Locations
2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Fiduciary Partners, Llc | Arlington | TX | 08/2016 | 01/2024 |
| Adhesion Wealth Advisor Solutions | Charlotte | NC | 01/2024 | Present |
IWP Capital is not a registered entity but does provide screening and proxy voting services to Investment Advisors and their clients. Dan has a small ownership interest and provides no time or resources to the daily management of IWP Capital. The business is located at 200 Main St, Fort Worth TX 76102.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-29 |
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