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Jonathan William Rhoney

Mill Capital Management, LLC

Concord, NC

CRD 2848867

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Employer firm

Mill Capital Management, LLC CRD 312798

$1.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Mill Capital Management, Llc

845 Church Street North, Concord, NC 28025 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-06-21
  • NC RA
    APPROVED
    Since 2021-06-21

Branch Locations

845 Church Street North, Concord, NC 28025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mill Capital Management, Llc Concord NC 05/2021 Present
Wells Fargo Charlotte NC 05/2003 05/2021
Previous Registrations
  • 2003-03-13 → 2003-11-11
    Hayden Harper Financial, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-12
S63 Uniform Securities Agent State Law Examination 1997-02-14
  • S65 Uniform Investment Adviser Law Examination
    2003-03-12
  • S63 Uniform Securities Agent State Law Examination
    1997-02-14
Designations
  • Certified Financial Planner
Other Names
  • Jon Rhoney
  • Jonathan W Rhoney

View on SEC IAPD

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