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Anessa Custovic

Cardinal Retirement Planning, Inc.

Chapel Hill, NC

Durham, NC

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Current Employers
Cardinal Retirement Planning, Inc.

Durham, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-09-22
TX RA APPROVED 2020-09-22
  • NC RA
    APPROVED
    Since 2020-09-22
  • TX RA
    APPROVED
    Since 2020-09-22

Branch Locations

Chapel Hill, NC • United States

Durham, NC • 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
Cardinal Retirement Planning, Inc. Durham NC 09/2020 Present
Self-Employed Chapel Hill NC 08/2018 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2015 05/2020
Tower Street Associates Chapel Hill NC 12/2017 06/2018
Cardinal Retirement Planning, Inc. Durham NC 03/2022 Present
Other Businesses

SELF-EMPLOYED-DOG TRAINER; NOT INVESTMENT RELATED; 08/2018; CHAPEL HILL, NC; 5 HRS/MO SPENT IN THIS PRACTICE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-28
  • S65 Uniform Investment Adviser Law Examination
    2020-07-28

View on SEC IAPD

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