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19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-06 |
Branch Locations
19410 Jetton Road Suite 110, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2013 | 05/2017 |
| 7 Mile Advisors | Charlotte | NC | 08/2016 | 12/2016 |
| Vanguard Group, Inc. | Charlotte | NC | 06/2017 | 10/2024 |
| Aspire Private Capital, Llc | Cornelius | NC | 11/2024 | Present |
(1) Derrick Financial Solutions, LLC; Investment Related; 15324 Colonial Park Dr., Huntersville, NC 28078; Insurance/Annuity sales & Financial Planning/advice services; Investment Adviser Representative; CEO/Producer; Start Date: 3/17/25; 8 hrs/mo; 2hrs during securities trading hours; Entity established to receive fees and commissions from insurance/annuity related business and misc financial planning/management activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
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