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John Michael Menser

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 2019-09-16
  • NC RA
    APPROVED
    Since 2019-09-16

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
Bank Of America Charlotte NC 01/2015 03/2017
Westminster Financial Securities Dayton OH 03/2017 09/2019
Novare Capital Management, Llc Charlotte NC 09/2019 01/2023
Concorde Financial Resources York SC 03/2017 09/2019
Novare Capital Management, Llc Charlotte NC 01/2023 Present
  • 01/2015 → 03/2017
    Bank Of America
    Charlotte, NC
  • 03/2017 → 09/2019
    Westminster Financial Securities
    Dayton, OH
  • 09/2019 → 01/2023
    Novare Capital Management, Llc
    Charlotte, NC
  • 03/2017 → 09/2019
    Concorde Financial Resources
    York, SC
  • 01/2023 → Present
    Novare Capital Management, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-26
S63 Uniform Securities Agent State Law Examination 2006-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-26
  • S63 Uniform Securities Agent State Law Examination
    2006-04-28
Designations

View on SEC IAPD

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