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Kelly Jean Gaitens

Biltmore Family Office, LLC

Charlotte, NC

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Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-26
  • NC RA
    APPROVED
    Since 2026-05-26

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • 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 01/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26

View on SEC IAPD

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