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1213 West Morehead Street Suite 500, Charlotte, NC 28208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-04-09 |
| NC | RA | APPROVED | 2021-04-06 |
Branch Locations
1213 West Morehead Street Suite 500, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedway Financial Llc | Charlotte | NC | 04/2021 | Present |
| Fedway Financial, Llc | Charlotte | NC | 01/2021 | Present |
| Valley Ridge Partners | Charlotte | NC | 05/2016 | 12/2019 |
| Red Ventures | Charlotte | NC | 01/2017 | 03/2018 |
| Jerel Harvey, Sole Proprietor | Charlotte | NC | 09/2013 | Present |
name: Jerel Harvey, Sole Proprietor investment-related: Yes address: 1213 West Morehead Street, Suite 500, Charlotte, NC 28208 nature of the other business: Insurance position/title: Insurance Agent start date; 09/2013 approximate number of hours/month: 1 number of hours during securities trading hours: 0 and briefly describe your duties relating to the other business: Insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
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