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Nicholas Robert Lloyd

Novare Capital Management

Charlotte, NC

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Current Employers
Novare Capital Management

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-16
  • NC RA
    APPROVED
    Since 2022-05-16

Branch Locations

2825 South Boulevard Suite 440, 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
M Holdings Securities, Inc. Portland OR 04/2019 11/2019
M Holdings Securities, Inc. Portland OR 11/2019 04/2022
Greenberg & Rapp East Hanover NJ 04/2019 04/2022
Trump National Golf Club Bedminster Bedminster NJ 05/2018 04/2019
Virginia Tech University Blacksburg VA 08/2014 05/2018
Novare Captial Management Charlotte NC 05/2022 Present
  • 04/2019 → 11/2019
    M Holdings Securities, Inc.
    Portland, OR
  • 11/2019 → 04/2022
    M Holdings Securities, Inc.
    Portland, OR
  • 04/2019 → 04/2022
    Greenberg & Rapp
    East Hanover, NJ
  • 05/2018 → 04/2019
    Trump National Golf Club Bedminster
    Bedminster, NJ
  • 08/2014 → 05/2018
    Virginia Tech University
    Blacksburg, VA
  • 05/2022 → Present
    Novare Captial Management
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-13
  • S66 Uniform Combined State Law Examination
    2020-02-13
Designations
Other Names
  • Nick Lloyd
  • Nicholas Lloyd

View on SEC IAPD

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