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7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-20 |
Branch Locations
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hobart Wealth | Charlotte | NC | 03/2025 | Present |
| Danbury Hospital | Danbury | CT | 01/2015 | 07/2020 |
| Atrium Health | Charlotte | NC | 07/2020 | 10/2021 |
| Leverage Lending Group | Charlotte | NC | 10/2021 | 06/2022 |
| Umortgage | Philadelphia | PA | 06/2022 | 11/2024 |
| Lake Norman Hospital | Mooresville | NC | 02/2024 | 02/2025 |
| Mpire Financial Llc | Orlando | FL | 11/2024 | Present |
1) MPIRE FINANCIAL LLC - INVESTMENT-RELATED - MORTGAGE BROKER - MOORESVILLE, NC - 11/2024 - 10 HOURS/ MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS - SALE OF MORTGAGE LOANS 2) INDEPENDENT INSURANGE AGENT - INVESTMENT-RELATED - STARTED 06/2025 - 0 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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