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2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-15 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Investment Consulting Llc | Charlotte | NC | 06/2013 | 08/2023 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 05/2019 | 08/2023 |
| Verum Partners Llc | Charlotte | NC | 08/2023 | Present |
1. Assistant for David A. Perkins CPA, Charlotte, NC. CPA Firm. During Feb 15th to Apr. 15th allocates 8 hrs/week during business hours and 5 hrs/week during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-25 |
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