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15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
Branch Locations
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pilgrims Group Usa | Charlotte | NC | 04/2009 | Present |
| Haven Capital Advisors, Llc | Charlotte | NC | 06/2025 | Present |
1) Pilgrims Group USA (formerly Catalyst Services USA and SUSA) • total estimated time spent per month: 1-2 hours / month • investment related: No, it’s a defense contracting company • Conflict of interest: No, resigned my job with PG before I started with Haven • Position title Member • Short description of duties: check in with accounting and sign any documents that they need. 2) The Catalyst Group USA, LLC • total estimated time spent per month: 2-4 hours per month • investment related: No, CG is the holding company that owns my portion of Pilgrims and Haven, et al.• Conflict of interest: Haven is majority owned by Catalyst Group. So there is interest, but not any conflict. • Position title: Member • Short description of duties check in with accounting and sign anything needed, plus we have a 30 min weekly meeting updating me on any goings on. 3) 1773 Anno Domini, Inc. • total estimated time spent per month ~0 hours/month. Maybe 1-2 hours per year. • investment related: No, this company used to be the holding company I used to both own my membership in PG but also cover my salary as a contractor to the other firms (where I spent my time). I no longer use this method and the company is being wound down eventually. • Conflict of interest: None • Position title: President • Short description of duties: meet with the accountant once per year about all companies, including this one. I keep up with the bank account for minimum balance purposes. 4) MT&H1, LLC • total estimated time spent per month: recently 0. 1-2 hours per month when we have a project. • investment related? No, this company buys and sells real estate in WV • Conflict of interest: None. • Position title: Member • Short description of duties: silent partner with no day-to-day responsibilities. I do talk to my partner once or twice a month to check in, but usually only when we have an active project going, which we do not at this time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
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