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42 3Rd Street Nw, Hickory, NC 28601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-09-30 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Capital Guardian Wealth Management, Llc | Hickory | NC | 11/2012 | 08/2018 |
| Capital Guardian, Llc | Hickory | NC | 11/2012 | 06/2017 |
| Kovack Securities Inc. | Fort Lauderdale | FL | 06/2017 | 07/2018 |
| Avenir Private Advisors Llc | Miami | FL | 11/2018 | 10/2019 |
| Hickory Financial Group Llc | Hickory | NC | 02/2013 | Present |
1) COFFEY FAMILY INVESTMENTS LLC - HICKORY, NC; CORPORATE REAL ESTATE OWNERSHIP AND RENTAL; OWNER/MANAGER; COLLECT RENT, MOVE BANK DEPOSITS, PAY BILLS; 1% OF TIME SPENT 2) 127 NORTH PROPERTIES LLC - HICKORY, NC; COMMERCIAL REAL ESTATE OWNERSHIP AND RENTAL; OWNER/MANAGER; COLLECT RENT, MAKE BANK DEPOSITS, PAY BILLS; 1% OF TIME SPENT 3) Hatteras Hunters LLC- Hickory, NC; Duck Hunting Guide Service, Owner, No Daily Responsibilities 4) Inland Marine Construction LLC- Hickory NC; Marine Construction, Owner, No Daily Responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
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