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Alexandra Egoshina Rickard

Rickard Investment Consulting, LLC

Concord, NC

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Current Employers
Rickard Investment Consulting, Llc

Concord, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-19
  • NC RA
    APPROVED
    Since 2026-03-19

Branch Locations

Concord, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Novant Health Charlotte NC 01/2023 12/2025
Bonded Logistics Charlotte NC 06/2018 12/2022
Unc Charlotte, Department Of Economics Charlotte NC 08/2016 12/2017
The University Of North Carolina At Charlotte Charlotte NC 08/2016 12/2017
Unemployed Charlotte NC 01/2018 06/2018
Rickard Investment Consulting, Llc Concord NC 01/2026 Present
  • 01/2023 → 12/2025
    Novant Health
    Charlotte, NC
  • 06/2018 → 12/2022
    Bonded Logistics
    Charlotte, NC
  • 08/2016 → 12/2017
    Unc Charlotte, Department Of Economics
    Charlotte, NC
  • 08/2016 → 12/2017
    The University Of North Carolina At Charlotte
    Charlotte, NC
  • 01/2018 → 06/2018
    Unemployed
    Charlotte, NC
  • 01/2026 → Present
    Rickard Investment Consulting, Llc
    Concord, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-23
  • S65 Uniform Investment Adviser Law Examination
    2025-08-23
Other Names
  • Alexandra Sergeevna Egoshina

View on SEC IAPD

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