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Peter Lindsey Jespersen

Colony Family Offices, LLC

Charlotte, NC

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Current Employers
Colony Family Offices, Llc

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-04-20
NC RA APPROVED 2015-10-15
  • TX RA
    APPROVED_RES
    Since 2016-04-20
  • NC RA
    APPROVED
    Since 2015-10-15

Branch Locations

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colony Family Offices, Llc Charlotte NC 10/2015 Present
Previous Registrations
  • 2014-01-18 → 2015-10-05
    Queens Oak Advisors
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-18
S63 Uniform Securities Agent State Law Examination 2010-02-11
  • S65 Uniform Investment Adviser Law Examination
    2014-01-18
  • S63 Uniform Securities Agent State Law Examination
    2010-02-11
Designations

View on SEC IAPD

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