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2116 Crown Centre Dr Suite 100, Charlotte, NC 28227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-06-30 |
Branch Locations
2116 Crown Centre Dr Suite 100, Charlotte, NC 28227 • United States
129 West Trade Street Suite 1640, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-08-17 |
Branch Locations
129 West Trade Street Suite 1640, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vintage Wealth Management Group, Inc. | Charlotte | NC | 07/2009 | Present |
MARQUISE WEALTH MANAGEMENT, LLC. Address: 2116 Crown Centre Drive, Suite 100, Charlotte, NC 28227. Investment related business. Position/Title, Chief Wealth & Investment Officer. Start date is May 2012. Devote approximately 80 hours per month during securities trading hours. Primarily manage client investment portfolios and provide investment advise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
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