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Jason Patrick Soloman

Tactical Investment Advisors, LLC

Huntersville, NC

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Current Employers
Tactical Investment Advisors, Llc

9820 Northcross Center Ct 150, Huntersville, NC 28078 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2015-01-06
  • NC RA
    APPROVED
    Since 2015-01-06

Branch Locations

9820 Northcross Center Ct 150, Huntersville, NC 28078 • 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
Tactical Investment Advisors, Llc Charlotte NC 10/2011 Present
Previous Registrations
  • 2011-02-16 → 2014-12-31
    Tactical Investment Advisors, Llc
    Huntersville, NC
  • 2010-03-02 → 2011-01-11
    Tactical Wealth Ria
    Charlotte, NC
  • 2008-11-06 → 2009-12-31
    Tactical Wealth Ria
    Charlotte, NC
  • 2007-05-01 → 2008-04-25
    Wrp Investments, Inc.
    Charlotte, NC
  • 2007-02-06 → 2007-05-10
    Uvest Financial Services Group, Inc.
    Chicago, IL
    Charlotte, NC
Other Businesses

TACTICAL INVESTMENT ADVISORS, LLC 19825-B NORTH COVE #149 CORNELIUS, NC 28031 CORPORATION NATURE OF BUSINESS: INS SALES/CTA TIME SPENT: 40 HRS/WEEK COMPENSATION: PROFITS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-05
S63 Uniform Securities Agent State Law Examination 2005-10-06
  • S65 Uniform Investment Adviser Law Examination
    2007-02-05
  • S63 Uniform Securities Agent State Law Examination
    2005-10-06
Other Names
  • Jason Soloman

View on SEC IAPD

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KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

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