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19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-08-23 |
Branch Locations
19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Aspire Private Capital, Llc | Cornelius | NC | 05/2016 | Present |
(1) Freelance English-Spanish Interpreter (self-proprietor). Not investment related. Began 2/2016. 4hrs/month, No address (work from home), I'll take calls from state/federal agencies and serve as an interpreter. (Ex. Serve as an interpreter during a court hearing between judge and defendant) || (2) JL GUEVARA, INC. - PRESIDENT - INV REL - (NO BUSINESS CONDUCTED THROUGH HERE, ENTITY RECEIVES REVENUE FOR ADVISORY FEES) - 6307 PENNACOOK DRIVE, CHARLOTTE, NC 28214 - START 01/2020 - 0 HOURS PER MONTH, 0 HOURS DURING TRADING (3) Letrina, LLC, 1213 W Morehead St, Suite 500, Charlotte, NC 28208, Consulting company that specializes in management/operation of Property and Casualty (Home and Auto) Insurance Agencies, Investment-related, Bookeeper and Registered agent, duties include bookkeeping and submitting certain taxes to the state, state date: 7/16/2021, 1 hr/ month and none during trading hours (4) Kovered, LLC, 1213 Morehead St., Suite 500, Charlotte, NC 28208, Independent Property & Casualty (Home & Auto) Insurance agency, Investment-related, Partner and CFO, Duties are primarily bookkeeping related, start date: 7/28/21, 4 hours per month, 0 hours during trading (5) SV Carolinas, LLC, 1213 Morehead St., Suite 500, Charlotte, NC 28208, an independent Property & Casualty (Home & Auto) Insurance agency, Investment-related, Bookkeeper, Primary responsibilities are bookkeeping and making financial decision related to firm, start date 12/2021, 4 hours per month, 0 hours during trading (6) Elite Luxury Holdings, LLP, 1213 Morehead St, Suite 500, Charlotte, NC 28208, transportation of goods via truck and trailer, General Partner, primary responsibilities are bookkeeping and helping make financial decisions for the firm, start date 4/4/2022, 4 hours per month, 0 hours during trading (7) Volt Transport, 1213 Morehead St. Suite 500, Charlotte, NC 28208, Investment-related; Duties require running reports monthly and quarterly for partner members, Start Date 09/2022. 5 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-04 |
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