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1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-04 |
Branch Locations
1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309 • United States
2151 Hawkins Street Suite 1050, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinehart Wealth Management/ Mcshane Partners | Charlotte | NC | 11/2015 | 08/2019 |
| Signaturefd | Charlotte | NC | 09/2019 | Present |
Frazier & Deeter Certified Public Accountants and Advisors Principal. Not investment-related. Nature of business is tax preparation. 307 W. Tremont Avenue Ste 200 Charlotte, NC 28203 Start Date: 01/2020 10 hours a week, not all conducted during trading hours. Tax compliance and consulting work for individuals and closely-held businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-27 |
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