Matthew Altland Choplin

Current Employers

Employment History

• 01/2013 → 02/2025
  Private Wealth Management Of North Carolina
  Henderson, NC
• 02/2025 → Present
  Innovest Strategies Llc
  Raleigh, NC

Previous Registrations

• 2013-04-25 → 2025-02-04
  Private Wealth Management Of North Carolina Llc
  Henderson, NC
  Raleigh, NC

Other Businesses

1. 01/2015 - Partner: CHOPLIN, HARP & SPEERS, LLC/NON-INVESTMENT RELATED/129 W. BELLE ST, HENDERSON, NC 27536/TAX & MANAGEMENT CONSULTING/TAX ADVISOR/40 HOURS PER MONTH Only During February and March/10 HOURS DURING TRADING HOURS/PREPARE TAX RETURNS FOR INDIVIDUALS and Businesses 2. 07/2015 - Partner: SIX FORKS AND WIND CHIME LLC / INVESTMENT-RELATED / 134 WIND CHIME COURT, RALEIGH, NC 27615/REAL ESTATE/MANAGING MEMBER/1 HOUR PER MONTH/Responsible for bookkeeping, tax return, and operations. Most of this is done outside of trading hours. 3. 04/2016 - Partner: City of Oaks Ventures, LLC - Real Estate Investment - 1526 Glen Eden Dr, Raleigh, NC 27612 - 1 hour per month. Buying and selling real estate only for my business partner and I. Most of this is done outside of trading hours. 4. 05/2021 - Partner: LAND OF SKY INVESTMENTS LLC ; INVESTMENT-RELATED; 1526 GLEN EDEN DR., RALEIGH, NC 27612; BUYING REAL ESTATE; PARTNER; APPROX 1-2 HOURS PER MONTH; APPROX 1-2 HOURS PER MONTH DURING TRADING; LOOKING FOR INVESTMENTS, HANDLING INVESTMENT PAPERWORK, CLOSING INVESTMENT DEALS. 5. 03/2024 - Real Estate Agent: Cambridge & Associates LLC; 4509 Creedmoor Rd Suite 201 Raleigh, NC 27612 ; Non-Investment Related ; Listing and Selling Agent ; Approx 1-2 hours a month on weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-24