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7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-24 |
| NC | RA | APPROVED | 2015-02-06 |
Branch Locations
7733 Ballantyne Commons Parkway Suite 101, 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 |
|---|---|---|---|---|
| Hobart Financial Group | Charlotte | NC | 09/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2014 | 11/2017 |
| Gf Investment Services, Llc | Sarasota | FL | 10/2014 | 02/2018 |
| Hobart Private Capital, Llc | Charlotte | NC | 01/2015 | Present |
1) INDEPENDENT INSURANCE AGENT - INVESTMENT-RELATED - START DATE 12/2013 - 10 HOURS/WEEK DURING TRADING HOURS - SALE OF INSURANCE PRODUCTS 2) GARDNER-WEBB UNIVERSITY, NOT INVESTMENT RELATED, 110 SOUTH MAIN ST, PO BOX 997, BOILING SPRINGS, NC 28017, ADJUNCT PROFESSOR OF CLASSES RELATED TO ESTATE PLANNING, SINCE 08/2018, DEVOTE 15 HOURS PER MONTH OUTSIDE OF TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
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