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Kelsey Brooke Hageman Jerman

Biltmore Family Office, LLC

Charlotte, NC

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Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-11-08
  • NC RA
    APPROVED
    Since 2021-11-08

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • 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
Mondelez Global Llc Charlotte NC 05/2015 05/2017
University Of North Carolina At Charlotte Charlotte NC 08/2016 12/2018
Hayden Royal (Previously Great Lakes & Atlantic Wealth) Charlotte NC 05/2017 11/2018
Biltmore Family Office, Llc Charlotte NC 12/2018 Present
  • 05/2015 → 05/2017
    Mondelez Global Llc
    Charlotte, NC
  • 08/2016 → 12/2018
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 05/2017 → 11/2018
    Hayden Royal (Previously Great Lakes & Atlantic Wealth)
    Charlotte, NC
  • 12/2018 → Present
    Biltmore Family Office, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-08
  • S65 Uniform Investment Adviser Law Examination
    2021-11-08
Other Names
  • Kelsey Brooke Hageman

View on SEC IAPD

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