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108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-24 |
Branch Locations
108 Gateway Blvd. Suite 204, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duke Energy | Charlotte | NC | 05/2007 | 02/2024 |
| Independent Consultant | Charlotte | NC | 03/2024 | 05/2025 |
| Everstar Asset Management | Moorseville | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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