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Christopher Scott Hobart

Hobart Wealth

Charlotte, NC

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Current Employers
Hobart Wealth

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-24
NC RA APPROVED 2013-09-05
  • TX RA
    APPROVED_RES
    Since 2023-05-24
  • NC RA
    APPROVED
    Since 2013-09-05

Branch Locations

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hobart Financial Group Charlotte NC 03/2004 Present
Global Financial Private Capital Sarasota FL 02/2012 01/2018
Hobart Insurance Services, Llc Charlotte NC 01/2015 Present
Hobart Financial Investments, Llc Charlotte NC 01/2015 06/2019
Hobart Private Capital, Llc Charlotte NC 07/2013 Present
G.F. Investment Services, Llc Charlotte NC 09/2015 04/2019
  • 03/2004 → Present
    Hobart Financial Group
    Charlotte, NC
  • 02/2012 → 01/2018
    Global Financial Private Capital
    Sarasota, FL
  • 01/2015 → Present
    Hobart Insurance Services, Llc
    Charlotte, NC
  • 01/2015 → 06/2019
    Hobart Financial Investments, Llc
    Charlotte, NC
  • 07/2013 → Present
    Hobart Private Capital, Llc
    Charlotte, NC
  • 09/2015 → 04/2019
    G.F. Investment Services, Llc
    Charlotte, NC
Previous Registrations
  • 2012-02-02 → 2018-01-25
    Global Financial Private Capital, Inc.
    Charlotte, NC
    Sarasota, FL
  • 2008-08-06 → 2012-03-23
    Kalos Management
    Ponte Vedra Beach, FL
Other Businesses

1) TRABOH II LLC, SOLE OWNER SINCE 7/2011; HOLDING COMPANY FOR TWO OFFICE BUILDINGS. 2) HOBART FINANCIAL GROUP, INC; INSURANCE BASED; 7821 PEMSWOOD ST, CHARLOTTE, NC; LTC INSURANCE/LIFE INSURANCE; START MARCH 2004; 100HRS/MONTH; REP IS OWNER OF THE FIRM; INSURANCE APPOINTMENTS INCLUDE JACKSON HARTFORD ALLIANZ NACOLAH AVIVA LINCOLN/JEFFERSON PILOT EQUITRUST MIDLAND OM/F&G AIG. 3) HOBART INSURANCE SERVICES, LLC - INSURANCE SALES - OVERSIGHT,OWNER,SALES - SELL FIXED INSURANCE PRODUCTS - START DATE 1/2015 - INVESTMENT-RELATED - SPEND 10 HOURS PER WEEK IN CONNECTION WITH THE BUSINESS. 4) HOBART PRIVATE CAPITAL, LLC D/B/A HOBART WEALTH - REGISTERED INVESTMENT ADVISOR - PRESIDENT - START DATE 7/2013 - INVESTMENT-RELATED - SPEND 10 HOURS PER WEEK IN CONNECTION WITH THE BUSINESS. 5) CRSB MARKETING, INC- MARKETING CONSULTING BUSINESS - OWNER - CONSULT WITH OTHER COMPANIES ON MARKETING PLANS/STRUCTURE - START DATE 12/2014 - NOT INVESTMENT-RELATED - SPEND 2 HOURS PER WEEK IN CONNECTION WITH THE BUSINESS. 6) ATOMIC LEASING, LLC - LEASING COMPANY - MEMBER - PURCHASE AND LEASE OFFICE EQUIPMENT AND AUTOMOBILES - START DATE 10/31/2016 - NON INVESTMENT-RELATED - SPEND 1 HOUR PER WEEK 7) STONECREST PROFESSIONAL CENTER OWNERS ASSOCIATION, INC. - BUSINESS PARK HOA - NON-INVESTMENT-RELATED - ADDRESS: 242 MANN DR, STE 100, MATTHEWS, NC 28105 - SECRETARY OF HOA BOARD - DUTIES: TAKE NOTES AND DISTRIBUTE TO BOARD/HOA MEMBERS - START DATE: 1/1/2015; HOURS/MONTH: 2-4 - HOURS/MONTH DURING SECURITIES TRADING HOURS - 0.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-12-03
S65 Uniform Investment Adviser Law Examination 2008-06-24
  • S63 Uniform Securities Agent State Law Examination
    2015-12-03
  • S65 Uniform Investment Adviser Law Examination
    2008-06-24
Other Names
  • Chris Hobart

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