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56 Hunter Street Suite 210, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
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 |
|---|---|---|---|---|
| Flexible Plan Inv | Bloomfield Hills | MI | 08/2015 | 01/2017 |
| Global Financial | Sarasota | FL | 01/2017 | 10/2018 |
| Raymond James Financial Services,Inc | Cary | NC | 10/2018 | 05/2019 |
| Knights Of Columbus | Apex | NC | 01/2019 | 06/2019 |
| Hobart Private Capital, Llc | Charlotte | NC | 06/2019 | 09/2019 |
| Hunter Street Investment Advisors Llc | Apex | NC | 09/2019 | Present |
1) Knights of Columbus. Address: Apex, NC. Nature of the Business: Non Profit Org. - Founder/Leadership. Position/Title: Finance Committee Member. Investment Related:Yes. Start Date: 01/01/2019. Hours per month devoted to this business: 2. Hours per month devoted to this business during trading hours: 0. Description of duties: I tally up our sales from our charity fundraising events and report the totals to our Financial Secretary. I report our month end bank account numbers to our Council during our once a month business meeting. Only our Grand Knight has direct access to money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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