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2108 South Blvd Suite 109, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-28 |
| NC | RA | APPROVED | 2017-05-22 |
Branch Locations
2108 South Blvd Suite 109, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Strategies, Llc | Charlotte | NC | 08/2012 | 02/2017 |
| Fortune Financial Services, Inc | New Brighton | PA | 09/2014 | 06/2017 |
| The Financial Legacy Group | Charlotte | NC | 08/2016 | Present |
| The Financial Legacy Group | Charlotte | NC | 04/2017 | Present |
| Innovation Partners Llc | Charlotte | NC | 06/2017 | Present |
1. The Financial Legacy Group - Managing Member/ CCO- 04/2017 to Present - Investment Advisor Representative - Investment Advisory Firm - Receive Fees from the activities associated with the Firm. Operate during trading hours 20 + hours per week is spent on this activity. 2. Life Insurance Sales Agent - 04/2017 to Present - Investment Related - Receive Commissions- Charlotte, NC - 2 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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