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1031 South Caldwell St Suite 200, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-08-14 |
Branch Locations
1031 South Caldwell St Suite 200, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bragg Financial Advisors, Inc. | Charlotte | NC | 07/2013 | Present |
1. First Presbyterian Church of Charlotte, 200 W. Trade Street, Charlotte, NC 28202, Member of the Finance and Investment Committees, outside activity is investment related, George Climer spends 2 hours per month on this activity during non-trading hours and zero hours per month during trading hours, activity includes cash management, endownment account review, including asset allocation and performance review. 2. Myers Park High School, 2400 Colony Road, Charlotte, NC 28209, Member of the Finance Committee, outside activity is investment related, George Climer spends 2 hours per month on this activity during non-trading hours and zero hours per month during trading hours, activity includes budget planning, cash management, endownment account review, including asset allocation and performance review.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
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