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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-13 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 313 Present | Detroit | MI | 09/2018 | Present |
| Aaa Life | Livonia | MI | 12/2015 | 09/2018 |
| Wright Time Financial | Aldie | VA | 04/2025 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2025 | Present |
Name of Business: 313 Presents, LLC Investment-Related Nature: No Address of the Other Business: Detroit, MI 48201 Nature of the Other Business: Entertainment promotions Position, Title, or Relationship: Accounting analyst Start Date of the Relationship: 09/2018 Approximate Number of Hours per Month Devoted: 160 hrs/mo Name of Business: Knopman Marks Investment-Related Nature: No Address of the Other Business: New York, NY 10036 Nature of the Other Business: Exam training Position, Title, or Relationship: Mentor to a small cohort of college students Start Date of the Relationship: 03/2026 Approximate Number of Hours per Month Devoted: 4 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
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