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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-03 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
1645 Palm Beach Lakes Boulevard Suite 1200, West Palm Beach, FL 33401 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Securities Inc | Maitland | FL | 10/2013 | 04/2019 |
| Lincoln Financial Securities, Inc | West Palm Beach | FL | 04/2019 | Present |
| Innovation Partners | Charlotte | NC | 07/2020 | Present |
| Md Capital And Wealth Management Llc | West Palm Beach | FL | 10/2013 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 07/2020 | Present |
1) MD CAPITAL & WEALTH MANAGEMENT LLC. CATEGORY: INSURANCE/ CONSULTANT/ LLC INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE; IN ADDITION, OFFERS PRACTICE MANAGEMENT CONSULTING TO INDEPENDENT PHYSICIANS START DATE: 10/2013 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
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