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Mbl Advisors CRD 305176
$1.42B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-08 |
Branch Locations
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbl Advisors | Charlotte | NC | 07/2018 | Present |
| Primary Residential Mortgage Inc. | Huntersville | NC | 05/2017 | 07/2018 |
| Sound Partners | Greenville | NC | 04/2016 | 05/2017 |
| Eastern Carolina University | Greenville | NC | 08/2013 | 05/2017 |
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