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2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-08 |
Branch Locations
2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital & Asset Management | Minneapolis | MN | 09/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 10/2017 | 03/2019 |
| Crown Wealth Group Llc | Charlotte | NC | 03/2019 | Present |
| Unemployed | Charlotte | NC | 03/2019 | 03/2019 |
1) STEVE LINDGREN POSITION: Insurance agent NATURE: Insurance agent providing various types of life insurance for friends, family and new clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2018 ADDRESS: 9115 HARRIS CORNERS PKWY, SUITE 250, CHARLOTTE NC 28269, United States DESCRIPTION: Research of life products. Speaking with potential clients 2) Charlotte Economics Club Board of Directors; Investment Related: No; Location: Charlotte, NC; Description of the business: Steve was just voted onto the board of the Charlotte Economics Club and will participate on the sponsorships committee; Responsibilities Duties: The sponsorships committee role will be: (i) driving corporate memberships (ii) working with the rest of the board to schedule speakers that local economists would like to hear from (iii) Driving individual membership (iv) Help facilitate professional networking for Charlotte professionals in finance and economic roles; Start date with business: 2020-12-09; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-18 |
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