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Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-02
TX RA APPROVED_RES 2024-08-02
  • SC RA
    APPROVED
    Since 2024-08-02
  • TX RA
    APPROVED_RES
    Since 2024-08-02

Branch Locations

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

325 Augusta Street, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hart Capital Management, Inc. Spokane WA 11/2008 10/2019
Financial Literacy For Her Greer SC 11/2020 03/2023
Elevarte Capital Llc Dba East Light Investments Greer SC 11/2019 Present
Means Investment Co., Inc. Greenville SC 07/2024 11/2025
Means Investment Co., Inc. Greenville SC 11/2025 Present
  • 11/2008 → 10/2019
    Hart Capital Management, Inc.
    Spokane, WA
  • 11/2020 → 03/2023
    Financial Literacy For Her
    Greer, SC
  • 11/2019 → Present
    Elevarte Capital Llc Dba East Light Investments
    Greer, SC
  • 07/2024 → 11/2025
    Means Investment Co., Inc.
    Greenville, SC
  • 11/2025 → Present
    Means Investment Co., Inc.
    Greenville, SC
Previous Registrations
  • 2018-08-31 → 2019-11-12
    Hart Capital Management, Inc.
    Spokane, WA
  • 2009-05-01 → 2017-12-31
    Hart Capital Management, Inc.
    Spokane, WA
Other Businesses

I own Elevarte Capital, LLC dba East Light Investments which invests in multi-family real estate. My primary role is to keep investors updated on their properties. I received asset management fees when we acquired our current properties. I am not currently seeking to acquire additional properties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-03
  • S63 Uniform Securities Agent State Law Examination
    1994-03-03
Designations
Other Names
  • Karen Faye Baloy
  • Karen Sweigart

View on SEC IAPD

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