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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-24 |
Branch Locations
6101 Carnegie Blvd Suite 360, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solamere Advisors | Charlotte | NC | 09/2009 | 12/2021 |
| Learfield Communications, Inc. | Chapel Hill | NC | 09/2009 | Present |
| The Leaders Group | Littleton | CO | 01/2014 | Present |
LEARFIELD COMMUNICATIONS, INC WFNZ RADIO; TAR HEEL SPORTS NETWORK;RADIO ANALYST FOR UNC FOOTBALL; NOT INVESTMENT RELATED; BEGAN 09/2009; DEVOTES 4-5 HOURS /WEEK ONLY SATURDAYS DURING FOOTBALL SEASON SOLAMERE ADVISORS SINCE 5-09, 4201 CONGRESS ST STE 455 CHARLOTTE NC INV RELATED RIA DIRECT OWNER APPROX 40 HOURS /WEEK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-28 |
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