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4250 Congress Street Suite 175, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-09-16 |
Branch Locations
4250 Congress Street Suite 175, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colony Family Offices Llc | Charlotte | NC | 06/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-11 |
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