Susan Robin Riser Whitlock

Current Employers

Employment History

• 08/2012 → Present
  Infinite Wealth Advisors, Llc
  High Point, NC
• 09/2006 → Present
  Templar Accounting & Business Services, Inc.
  Mooresville, NC
• 10/2013 → 12/2016
  Bay Colony Advisory Group, Inc.
  High Point, NC
• 12/2016 → Present
  Namcoa ("Naples Asset Management Company, Llc")
  Mooresville, NC
• 12/2014 → Present
  Ria Sources, Llc
  Mooresville, NC

Previous Registrations

• 2013-11-14 → 2016-12-31
  Bay Colony Advisors
  Concord, MA
• 2011-10-03 → 2013-10-25
  Main Street Advisors, Llc
  High Point, NC
  Hays, KS

Other Businesses

1. TEMPLAR ACCOUNTING & BUSINESS SERVICES, INC. 107 Kilson Dr; Ste 206; Mooresville, NC. 28117. NON-INVESTMENT RELATED. PROVIDE INCOME TAX PREPARATION & TAX ADVICE TO CLIENTS. LLC & CORPORATION SET UP. 100% OWNER-9/2006 TO PRESENT. OFF SEASON 1-2 HOURS PER MONTH. TAX SEASON, CONSIDERABLY MORE HOURS. LICENSED AS AN ENROLLED AGENT. 2. RIA SOURCES, LLC. 136 CORPORATE PARK DR, STE I, MOORESVILLE, NC. NON-INVESTMENT RELATED. PROVIDE HUMAN RESOURCES, PAYROLL, EMPLOYEE BENEFITS. NO SALES OR PRODUCTION INVOLVEMENT. 1 HOURS PER MONTH. 50% OWNER. 107 Kilson Dr, Ste 206; Mooresville, NC 28117 3.INFINITE WEALTH ADVISORS, LLC. 1836 Eastchester Dr., Suite 102; High Point, NC. INVESTMENT RELATED. PROVIDE CONTROLLER RESPONSIBILITIES TO THE FIRM. PROVIDE ASSISTANCE WITH GENERAL FINANCIAL PLANNING, INCOME PLANNING, TAX ADVICE, CUSTOMER SERVICE, AND INVESTMENT ADVICE (THROUGH MY CURRENT IA FIRM) TO CLIENTS OF THIS ENTITY. 50% OWNER. MY FULL-TIME AFFILIATION BEGAN WITH THIS FIRM WHEN IT BEGAN AS NORTH CAROLINA CENTER FOR RETIREMENT & ESTATE PLANNING, LLC (NCCREP) IN DECEMBER 2010. THE FIRM THEN CHANGED NAMES IN AUGUST 2012 TO INFINITE WEALTH ADVISORS, LLC. INSURANCE PRODUCTS. LIFE AND HEALTH INSURANCE LICENSED. 4. Member; Wicked Holdings, LLC; Investment Related: No; Location: 107 Kilson Dr, Ste 206; Description of the business: LLC set up to hold commercial office space; Start date with business: 03/26/2021; Percentage of total yearly compensation expected to be derived from the business:

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-27

Other Names

• Susan Robin Pearce
• Robin Riser Pearce
• Susan Robin Riser
• Susan Robin Riser