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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-17 |
| NC | RA | APPROVED | 2010-06-04 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A4 Wealth Advisors Llc | Huntersville | NC | 04/2010 | Present |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 01/2000 | Present |
| Jbb Holdings, Llc | Huntersville | NC | 12/2007 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 07/2010 | 12/2022 |
| Formulafolio Investments, Llc | Grand Rapids | MI | 07/2010 | 12/2021 |
| High Tech Lending, Inc | Huntersville | NC | 08/2018 | 01/2020 |
| Sunset Cove Enterprises Llc | Huntersville | NC | 11/2020 | Present |
1)A4 Insurance Solutions, Investment Related, Huntersville, NC, Insurance company, Managing Member/Insurance Agent; Start Date: 01/2000; Hours Dedicated: 24 hours (24 during trading hours), Duties: Insurance sales and services. 2) JBB Holdings, Non-Investment Related, Huntersville NC, Holding company for building and contents, Managing Member, Start Date: 12/01/2007 - PRESENT, Hours Dedicated: 5/month (5/month during trading hours). Duties: Approve financial statements and tax returns. 3)Sunset Cove Enterprises LLC; Investment related; Huntersville, NC; Land Development; Managing Member/Vice President; 11/2020; 10 hrs per month and during trading hours; handle investor relations, monitor account of projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-27 |
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