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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-19 |
| NC | RA | APPROVED | 2015-03-27 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Folios | Charlotte | NC | 03/2015 | Present |
| Durso Capital Management Co. | Charlotte | NC | 11/2013 | Present |
Durso Capital Management Co. Investment Related 11610 N. Community House, Suite 100 Charlotte, NC 28277 Insurance and Annuity Sales Insurance Producer Since 11/2013 40 hours per month in the activity of soliciting and selling insurance products. This activity consumes approximately 2 hours per month during trading hours. Clients are under no obligation to purchase insurance products. Uplift Marketing (Technologies) - Not Investment Related - 11610 N. Community House, Suite 100 Charlotte, NC 28277 - Planning Software Subscriptions - Sales, Marketing, Design, and Coaching since 3/2015 - 20 hours per month in this activity - This activity consumes approximately 10 hours per month during trading hours - Sales, Marketing, Design, and Coaching related to the Simplicitree® software
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-25 |
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