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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-28 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Hendersonville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Dantas Advisory Group | Hendersonville | NC | 01/2012 | 03/2025 |
| The Insurance People | Sarasota | FL | 08/2000 | 01/2020 |
| International Assets Investment Management, Llc | Hendersonville | NC | 02/2020 | 03/2025 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 03/2025 | 08/2026 |
| Infinity Wealth Management (D.b.a. For Advisory Business) | Arden | NC | 03/2025 | 08/2026 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 08/2026 | Present |
1) Mr. Carey is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Carey spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-05 |
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