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715 N. Church Street Unit 120, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-24 |
Branch Locations
715 N. Church Street Unit 120, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Huntersville | NC | 09/2016 | 10/2016 |
| Raymond James Financial Services, Inc. | Huntersville | NC | 10/2016 | 08/2021 |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 10/2016 | 08/2021 |
| Chuck H Maness, Cpa P.C. | Huntersville | NC | 12/2016 | 04/2017 |
| Michael J. Sherman, Cpa, Pllc | Charlotte | NC | 08/2017 | 12/2021 |
| Vineyard Wealth Llc D/B/A Vineyard Financial Partners | Huntersville | NC | 09/2021 | 01/2023 |
| Vineyard Insurance Llc | Huntersville | NC | 07/2021 | 12/2022 |
| Vineyard Tax Llc | Huntersville | NC | 07/2021 | 12/2022 |
| Vineyard Accounting, Llc | Huntersville | NC | 07/2021 | 12/2022 |
| Brumley Robinson & Associates Cpas Pllc | Huntersville | NC | 12/2020 | 01/2023 |
| Sherman Tax Solutions Llc | Charlotte | NC | 12/2022 | Present |
| Sherman Wealth Solutions Llc | Charlotte | NC | 12/2022 | Present |
| Sherman Wealth Consulting | Huntersville | NC | 02/2018 | 01/2022 |
| Sherman Insurance Solutions Llc | Charlotte | NC | 01/2023 | Present |
1) Sherman Insurance Solutions LLC / Licensed Insurance Professional / Investment Related: No / Address: Same Address / Nature of the Business: Insurance Sales / Position/Title: Owner, Agent / Start Date: 01/2023 / 1% of time / Owner 2) Sherman Tax Solutions LLC / Investment Related: No / Address: 301 S. McDowell Street, STE 130-A, Charlotte, NC 28204 / Nature of the Business: Tax Preparation / Position/Title: Owner / Start Date: 12/2022 / 25% of time, more during tax season / Owner 3) Michael J. Sherman / Investment Related: No / Address: Charlotte, NC 28205 / Administrator / Start Date: 03/27/2024 / 15 hours/month / 1 hour during securities trading hours / Administrator of the estate of two of my relatives. Appointed by the court for both estates
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-01 |
| S66 | Uniform Combined State Law Examination | 2012-09-11 |
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