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Jacob Michal Pivonka

Axiom Private Wealth, LLC

Charlotte, NC

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Current Employers
Axiom Private Wealth, Llc

1422 South Tryon Street Floor 3, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-19
  • NC RA
    APPROVED
    Since 2025-12-19

Branch Locations

1422 South Tryon Street Floor 3, Charlotte, NC 28203 • 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
Student Notre Dame IN 08/2018 05/2022
Bridgeport Islanders Bridgeport CT 04/2023 04/2024
Dusseldorf Eg Dusseldorf 08/2024 04/2025
Mcqueen Financial Advisors Clawson MI 04/2025 09/2025
Axiom Private Wealth, Llc Charlotte NC 10/2025 Present
Unemployed N/A XX 05/2024 07/2024
Student Omaha NE 08/2022 05/2023
Student Naperville IL 10/2015 05/2018
  • 08/2018 → 05/2022
    Student
    Notre Dame, IN
  • 04/2023 → 04/2024
    Bridgeport Islanders
    Bridgeport, CT
  • 08/2024 → 04/2025
    Dusseldorf Eg
    Dusseldorf
  • 04/2025 → 09/2025
    Mcqueen Financial Advisors
    Clawson, MI
  • 10/2025 → Present
    Axiom Private Wealth, Llc
    Charlotte, NC
  • 05/2024 → 07/2024
    Unemployed
    N/A, XX
  • 08/2022 → 05/2023
    Student
    Omaha, NE
  • 10/2015 → 05/2018
    Student
    Naperville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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