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Mark T. Conrad

Investor Advisory Group

Charleston, SC

Charlotte, NC

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Current Employers
Investor Advisory Group

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-16
NC RA APPROVED 2020-08-06
  • SC RA
    APPROVED
    Since 2024-12-16
  • NC RA
    APPROVED
    Since 2020-08-06

Branch Locations

Charleston, SC • United States

421 South Sharon Amity Road Suite A, Charlotte, NC 28211 • 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
Investor Advisory Group, Llc Charlotte NC 08/2020 Present
The Lycra Company Charleston SC 02/2019 09/2019
Unemployed Charleston SC 10/2019 07/2020
Invista Sarl Charlotte NC 10/2007 01/2019
  • 08/2020 → Present
    Investor Advisory Group, Llc
    Charlotte, NC
  • 02/2019 → 09/2019
    The Lycra Company
    Charleston, SC
  • 10/2019 → 07/2020
    Unemployed
    Charleston, SC
  • 10/2007 → 01/2019
    Invista Sarl
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-14
  • S65 Uniform Investment Adviser Law Examination
    2020-07-14

View on SEC IAPD

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