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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Ventures | Ft Mill | SC | 02/2017 | 09/2018 |
| Tranzact | Charlotte | NC | 09/2018 | 09/2018 |
| Na | Charlotte | NC | 10/2016 | 02/2017 |
| Metlife | Charlotte | NC | 07/2013 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2018 | 06/2019 |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 10/2018 | 06/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2019 | 06/2019 |
| Principal Life Insurance Company | Charlotte | NC | 06/2019 | 11/2020 |
| Principal Securities Inc. | Charlotte | NC | 06/2019 | 11/2020 |
| Gatehill Financial Consulting | Charlotte | NC | 03/2021 | Present |
| Forming Gatehill Financial Consulting | Charlotte | NC | 11/2020 | 03/2021 |
| The Leaders Group Inc | Littleton | CO | 02/2024 | Present |
1.) GATEHILL FINANCIAL CONSULTING - 03/01/2021 - 4915 Charlton Lane, Charlotte, NC 28210 - Managing Member, Owner & Operator, Invt Rel, RA business, 100 hrs/mo; 160 hrs/mo (during trading hours). 2.) Life & Health Insurance -03/01/2012 - 4915 Charlton Lane, Charlotte, NC 28210 - Agent Domiciled in North Carolina - Investmenrt Related. 20 Hours per Month. 20 Hours per month (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-24 |
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