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500 East Boulevard, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-19 |
| NC | RA | APPROVED | 2021-04-28 |
Branch Locations
500 East Boulevard, Charlotte, NC 28203 • United States
1000 Legion Place, Suite 1250, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices | Orlando | FL | 07/2015 | 06/2017 |
| Biltmore Family Office, Llc | Charlotte | NC | 02/2021 | Present |
| Pnc Bank Private Wealth Management | Orlando | FL | 09/2017 | 02/2021 |
BOARD MEMBER FOR THE BOYS AND GIRLS CLUBS OF VOLUSIA AND FLAGLER COUNTIES, INVESTMENT RELATED, 101 N WOODLAND BLVD, SUITE 400 DELAND, FL 32720, NONPROFIT, BOARD MEMBER AND CO-CHAIR OF PLANNED GIVING COMMITTEE, 2006, 1.5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, ATTEND REGULAR MEETINGS AND EVENTS. OVERSEE THE NONPROFIT'S INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-28 |
| S66 | Uniform Combined State Law Examination | 2006-02-06 |
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