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Inactive

Holly Lobprise

Adhesion Wealth Advisor Solutions

Charlotte, NC

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Current Employers
Adhesion Wealth Advisor Solutions

2825 South Blvd Suite 500, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-07
  • NC RA
    APPROVED
    Since 2024-03-07

Branch Locations

2825 South Blvd Suite 500, Charlotte, NC 28209 • 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
Aj Wealth New York NY 05/2018 08/2019
Jp Morgan Chase & Co. New York NY 06/2016 04/2018
Adhesion Wealth Advisor Solutions Charlotte NC 01/2024 Present
Cinnabar Investment Management Cape Town 11/2019 09/2022
Unemployed London 09/2022 12/2023
  • 05/2018 → 08/2019
    Aj Wealth
    New York, NY
  • 06/2016 → 04/2018
    Jp Morgan Chase & Co.
    New York, NY
  • 01/2024 → Present
    Adhesion Wealth Advisor Solutions
    Charlotte, NC
  • 11/2019 → 09/2022
    Cinnabar Investment Management
    Cape Town
  • 09/2022 → 12/2023
    Unemployed
    London
Previous Registrations
  • 2018-11-20 → 2019-08-23
    Aj Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-20
  • S65 Uniform Investment Adviser Law Examination
    2018-11-20
Designations

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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