Carmen Maria Bolius Andrews

Current Employers

Employment History

• 05/2005 → Present
  Carmen Andrews
  Charlotte, NC
• 12/2010 → Present
  Lpl Financial, Llc
  Denver, NC
• 03/2012 → 04/2018
  Sharp Advisors
  Charlotte, NC
• 09/2011 → 08/2024
  Merit Financial Group, Llc (Dba: Merit Financial Advisors, Llc)
  Denver, NC

Previous Registrations

• 2012-03-14 → 2024-08-01
  Merit Financial Advisors
  Charlotte, NC
  Denver, NC
  Alpharetta, GA
  Denver, NC

Other Businesses

1- 02/13/2018 - Simplified Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/31/2018 - 100 Hours Per Month/90 Hours During Securities Trading. 2- 10/08/2024- Simplified Financial LLC- Registered Investment Advisor DBA- IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 120 Hours per Month/ 30 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 10/08/2024- GREAT VALLEY ADVISOR GROUP, INC.- Registered Investment Advisor Hybrid- IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 120 Hours per Month/ 6 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 01/12/2026 - Senior Market Sales - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09
• S63 Uniform Securities Agent State Law Examination
  2002-12-12

Other Names

• Carmen Maria Bolius