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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities Inc | Bozeman | MT | 01/2013 | 12/2016 |
| Responsibill | Bozeman | MT | 09/2009 | 06/2019 |
| Loyal Partners Llc | Bozeman | MT | 04/2010 | 01/2019 |
| Charlie Dingman Fine Art | Bozeman | MT | 10/2013 | Present |
| Charles Dingman | Bozeman | MT | 04/2014 | 06/2019 |
| Securities America, Inc. | Bozeman | MT | 12/2016 | 07/2017 |
| Securities America Advisors, Inc. | Bozeman | MT | 12/2016 | 07/2017 |
| Retirement Wealth Advisors | Bozeman | MT | 07/2017 | 03/2023 |
| Dingman Wealth Strategies | Bozeman | MT | 06/2019 | Present |
| Insight Folios | Bozeman | MT | 02/2023 | Present |
CHARLIE DINGMAN FINE ART; NON- INVESTMENT RELATED; 1819 TRAILCREST DRIVE, BOZEMAN, MT 59717; ART; OWNER; STARTED 09/01/2009; 8 HOURS/MONTH DEVOTED, 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PAINTING LANDSCAPE PORTRAITS. DINGMAN WEALTH STRATEGIES; INVESTMENT RELATED; 4810 VICTORY STREET, BOZEMAN, MT 59718; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 06/2019; 160 HOURS/MONTH DEVOTED; 130 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. REDWOOD TAX SPECIALIST; NON INVESTMENT RELATED; 19720 JETTON RD CORNELIUS NC 28031; MANAGING DIRECTOR; USING ANNUITIES AND LIFE INSURANCE FOR CASH BALANCE PLANS; STARTED 8/17/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-12 |
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