Luther Amos Lockwood

Current Employers

Employment History

• 02/2009 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/2019 → Present
  Mbl Wealth, Llc
  Charlotte, NC
• 01/1996 → Present
  Mbl Advisors, Inc.
  Charlotte, NC

Other Businesses

1. MBL ADVISORS, INC.; 1017 E. MOREHEAD STREET SUITE 100 CHARLOTTE, NC 28204; INSURANCE AGENCY; MANAGING PRINCIPAL; INVESTMENT RELATED; INSURANCE; 11/07/2019; 80 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. 2. MBL WEALTH LLC; 1017 EAST MOREHEAD STREET, SUITE 100, CHARLOTTE, NC 28204; CEO; 11/07/2019; WEALTH & INVESTMENT MANAGEMENT, CORPORATE INVESTMENT ADVISORY; INVESTMENT RELATED; 80 HOURS/MONTH; 80 HOURS/MONTH DURING BUSINESS HOURS. 3. ATRIUM HEALTH FOUNDATION BOARD; 208 EAST BOULEVARD, CHARLOTTE, NC 28203; VICE CHAIRMAN; SINCE 12/09/2015; THIS IS A 501C3 ORGANIZATION THAT IS A PRIMARY CHARITY FOR ATRIUM HEALTH; NOT INVESTMENT RELATED; 4 HOURS/MONTH; 4 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION 4. ADVOCATE HEALTH; 100 BLYTHE BLVD CHARLOTTE, NC 28204; NON-PROFIT HOSPITAL; INVESTMENT RELATED; COMMITTEE MEMBER; COMMITTEE MEETINGS AND PROVIDE INPUT ON INVESTMENT PERFORMANCE; 02/15/2023; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS. 5. CHAIRMAN OF THE SELECTION COMMITTEE FOR THE PATRICK H. MELL LEADERSHIP FUND AT THE UNIVERSITY OF GEORGIA FOUNDATION. 6. THREE NAMES, LLC; 610 MUSEUM DRIVE, CHARLOTTE, NC 28207; 1/1/2011; MANAGING MEMBER; PERSONAL INVESTMENTS; INVESTMENT RELATED; 10 HOURS/MONTH; 10 HOURS/MONTH DURING BUSINESS HOURS; PROFITS. 7. ML BIO SOLUTIONS, INC.; 100 N. TRYON STREET, SUITE 4100, CHARLOTTE, NC 28202; 07/01/2019; PRESIDENT; MANAGES CLINICAL TRIALS FROM MCCOLL LOCKWOOD LAB; INVESTMENT RELATED; 8 HOURS/MONTH; 8 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, OWNERSHIP, WAGES, SALARY, TIPS. 8. HOME AVENUE PARTNERS LLC; 610 MUSEUM DRIVE, CHARLOTTE, NC 28207; 10/10/2017; PRESIDENT; FAMILY LIMITED PARTNERSHIP; INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; OWNERSHIP. 9. UGA INTERFRATERNITY COUNCIL; 153 TATE STUDENT CENTER, UNIVERSITY OF GEORGIA, ATHENS, GA 30602; 01/13/2021; ALUMNI BOARD MEMBER; QUARTERLY MEETINGS TO DISCUSS DISTRIBIUTIONS REQUESTED FROM STUDENT LEADERS OF THE INTERFRATERNITY COUNCIL; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION. 10. CORVIVO CARDIOVASCULAR INC; 1100 OLD ELLIS ROAD, ROSWELL GA 30076; DEVELOP AND DISTRIBUTE REGENERATIVE HEART PRODUCTS; NOT INVESTMENT RELATED; DIRECTOR; SERVE ON BOARD OF DIRECTORS; 05/15/2024; 1 HOUR/MONTH; 1 HOURS/MONTH DURING BUSINESS HOURS 11. ATRIUM HEALTH; 1111 METROPOLITAN AVE SUITE 800 CHARLOTTE, NC 28204; NON-PROFIT HOSPITAL; NOT INVESTMENT RELATED; BOARD OF COMMISSIONERS; BOARD MEETINGS, FINANCE COMMITTEE AND ATRIUM HEALTH FOUNDATION BOARD MEETINGS; 07/01/2023; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS. 12. M FINANCIAL GROUP; 1125 NW COUCH STREET, SUITE 900, PORTLAND, OR 97209; BOARD OF DIRECTORS; INVESTMENT RELATED; BOARD MEMBER; SERVING AS BOARD MEMBER FOR THE BENEFIT OF THE MEMBERSHIP AND SHAREHOLDERS IN THE M COMMUNITY; 6/12/2025; 10 HR/MO; 10 HR/MO DURING TRADING HOURS. 13. NORTH CAMPUS PROPERTIES, LLC; 131 E. BROAD STREET, UNIT 705, ATHENS, GA 30601; HOLDING COMPANY FOR RENTAL PROPERTY; MANAGING MEMBER; OUTSOURCED PROPERTY MANAGEMENT; 12/2/2024; 1 HO/MO; O HR/MO DURING TRADING HOURS. 14. LM2 BIO, INC.; 610 MUSEUM DRIVE, CHARLOTTE, NC 28207; BIOTECH; INVESTMENT RELATED; PRESIDENT; HIRE CEO, RESEARCH; 2/27/26; 4 HO/MO; 4 HO/MO DURING TRADING HOURS. 15. ROYALTY PROCESSING, LLC; CHARLOTTE, NC; NOT INVESTMENT RELATED; PRESIDENT; THE ENTITY WILL EVENTUALLY OWN A 1% ROYALTY PAYMENT IN LM2 BIO LLC, A BIOTECH COMPANY; WILL OVERSEE DISTRIBUTIONS TO THE PROPER ENTITIES UPON RECEIPT; 5/27/26; 0 HO/MO.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-23

Designations

Other Names

• Luther A Lockwood
• Luther Amos Lockwood
• Luther Amos Lockwood