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15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2020-01-28 |
| NC | RA | APPROVED | 2012-10-17 |
Branch Locations
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Turning Point Financial, Inc. | Waxhaw | NC | 10/2005 | Present |
MARK KENISON IS THE PRESIDENT AND OWNER OF TURNING POINT FINANCIAL, A NORTH CAROLINA STATE REGISTERED INVESTMENT ADVISORY FIRM. MR. KENISON CURRENTLY SPENDS APPROXIMATELY 40 HOURS PER WEEK WORKING IN TURNING POINT FINANCIAL. MARK IS ALSO A LICENSED LIFE AND HEALTH INSURANCE AGENT AND SPENDS APPROXIMATELY 2 HOURS PER WEEK SELLING INSURANCE. Mr. Kenison recently started a tax preparation business called Momentum TAx & Accounting, a North carolina corporation. Mr. Kenison expects to spend approximately 20 hours per week during tax season working in this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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