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19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2010-11-22 |
Branch Locations
19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Pier 28 Realty | Cornelius | NC | 05/2004 | Present |
| Estate & Retirment Consultants Of The Foothills | Hickory | NC | 10/2003 | Present |
| Aspire Private Capital, Llc (154116) | Cornelius | NC | 05/2010 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2012 | 06/2017 |
PIER 28 REAL ESTATE - OWNER AND BROKER - REAL ESTATE LISTING SALES - INVESTMENT-RELATED - START DATE 05/2004 - 17021 JIBSAIL CT, CORNELIUS, NC 28031 - 1 HOUR/MONTH - 0 DURING SECURITIES TRADING HOURS ESTATE AND RETIREMENT CONSULTANTS DBA ASPIRE INSURANCE SOLUTIONS - PRESIDENT - FIXED LIFE AND ANNUITY SALES - INVESTMENT-RELATED - START DATE 10/2003 - 1333 2ND ST NE SUITE 310, HICKORY, NC 28601 - 17 HOURS/MONTH - 17 DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-20 |
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