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Kellie M. Hall

Biltmore Family Office, LLC

Charlotte, NC

Orlando, FL

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Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-09-02
NC RA APPROVED 2015-06-22
  • FL RA
    APPROVED
    Since 2015-09-02
  • NC RA
    APPROVED
    Since 2015-06-22

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • United States

1000 Legion Place, Ste. 1250, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Biltmore Family Office, Llc Charlotte NC 05/2015 03/2023
Biltmore Family Office, Llc Orlando FL 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-02
  • S65 Uniform Investment Adviser Law Examination
    2012-03-02
Other Names
  • Kellie Marie Symons

View on SEC IAPD

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