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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2015-06-17 |
| NC | RA | APPROVED | 2015-06-16 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Charlotte | NC | 05/2015 | Present |
| Park Ave Securities | Charlotte | NC | 06/2015 | Present |
1) Insurance Brokering-general insurance brokering for fixed products only., Start: 06/03/2015, Address: 6115 Park South Drive, Suite 200 Charlotte, NC 2821, Hrs per month - Tot/Bus: 10/4, Investment related, 2) Rick A Burger Inc-This entity was recommended by my CPA to use for business deductions on my tax returns,. Start: 11/21/2018, Address: 1102 Slate Ridge Rd Matthews, NC 28104, 1 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation, 3) Power of Attorney for my wife, Cathy Burger, Start: 12/23/2020, Address: 1102 Slate Ridge Rd Matthews, NC 28104, 1 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation, 4) Successor Executor for friends, Michael and Dana Vines, Start: 11/10/2023, Address: 1102 Slate Ridge Rd Matthews, NC 28104, 1 total hour per month; 0 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-16 |
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