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2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-15 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 11/2004 | 08/2023 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 05/2019 | 08/2023 |
| Verum Partners Llc | Charlotte | NC | 08/2023 | Present |
1.SOLE PROPRIETOR CPA FIRM/TAX RETURN PREPARATION & FINANCIAL PLANNING/15 HOURS MONTHLY. 2. TRUSTEE FOR FAMILY TRUST: Richard E. Perkins Article 4th Trust. SINCE 2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-15 |
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