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Waxhaw, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-03-17 |
| MN | RA | APPROVED | 2014-01-29 |
| TX | RA | APPROVED | 2011-07-06 |
| CA | RA | APPROVED | 2011-03-16 |
| GA | RA | APPROVED | 2007-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perpetual Wealth Advisors, L.L.C. | Atlanta | GA | 03/2007 | Present |
IN ADDITION TO MR. NARDOZZI'S ADVISORY BUSINESS LINES, HE IS A TAX PREPARER AND HE HAS ENGAGED IN FINANCIAL PLANNING EDUCATION ACTIVITIES AS A CFP INSTRUCTOR FOR EMORY UNIVERSITY AND MAY DO SO AGAIN IN THE FUTURE WITH ANOTHER EDUCATIONAL PROVIDER. IN AGGREGATE, HE PLANS TO DEVOTE LESS THAN 25% OF HIS TIME TO THESE ACTIVITIES. THEY WILL NOT AFFECT HIS ADVISORY RESPONSIBILITIES, THOUGH THE TAX PREPARATION AND EDUCATION MAY PROVIDE ADDITIONAL OPPORTUNITIES IN ENGAGING ADVISORY CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-30 |
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