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1234 Mann Drive Suite 100, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-11-05 |
Branch Locations
1234 Mann Drive Suite 100, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor & Morgan Asset Management, Llc | Charlotte | NC | 04/2013 | 12/2018 |
| Alluvial Wealth Management Inc. | Charlotte | NC | 08/2019 | Present |
| Alluvial Financial Management Llc | Charlotte | NC | 02/2018 | Present |
| Telar Information Technology Inc. | Charlotte | NC | 03/2014 | Present |
| Evolution Well Being Llc | Charlotte | NC | 02/2009 | 02/2021 |
| Uptown Bean & More Inc. | Charlotte | NC | 02/2009 | 02/2021 |
| Uptown Bean Llc | Charlotte | NC | 05/2016 | 12/2020 |
| Southern Environmental Solutions Of The Carolinas, Llc | Charlotte | NC | 01/2019 | Present |
| Limestone Africa Investments Llc | Charlotte | NC | 05/2017 | 05/2020 |
| Aircraft Parts New And Used, Inc. | Charlotte | NC | 08/2014 | Present |
| Basson Group Investments Inc. | Charlotte | NC | 11/2016 | Present |
| Du Plessis Investments Inc. | Charlotte | NC | 06/2016 | 03/2020 |
| Durbanville Real Estate Inc. | Charlotte | NC | 07/2016 | Present |
| Watercare Innovations Llc | Charlotte | NC | 01/2018 | 01/2020 |
| Watercare Management Holdings Inc. | Charlotte | NC | 01/2018 | 01/2020 |
| Aquila Trading, Inc. | Charlotte | NC | 04/2011 | Present |
| J4A Investments Inc. | Charlotte | NC | 10/2016 | Present |
| Namib Investments Inc. | Charlotte | NC | 09/2016 | Present |
| Atlantic 2 Africa, Inc. | Charlotte | NC | 09/2014 | Present |
| Bmt Dimensions International Inc. | Charlotte | NC | 06/2011 | 02/2019 |
| Coral Island Investments, Inc. | Charlotte | NC | 04/2011 | Present |
| Let's Prop Usa Inc. | Charlotte | NC | 12/2018 | Present |
| B2B Solutions Group Inc. | Charlotte | NC | 01/2017 | Present |
| Joining Hands Usa | Charlotte | NC | 10/2013 | Present |
| Judea Harvest Usa Inc. | Charlotte | NC | 04/2009 | Present |
| The Digital Coach Inc. | London | 04/2016 | 01/2020 | |
| Digital Marketing Services Llc | Johannesburg | 08/2017 | Present | |
| Elite Entrepreneurs Inc. | Johannesburg | 08/2016 | 04/2020 | |
| The Factory Of Leads Llc | Johannesburg | 08/2017 | Present | |
| Progressive Click Inc | Johannesburg | 10/2015 | Present | |
| Rookery Cloud Inc. | Parys | 01/2019 | Present | |
| Shakti Malan Academy Inc | Cape Town | 07/2017 | Present | |
| Ryan Geer Field & Rhodes Pllc | Charlotte | NC | 11/2020 | Present |
| The Watercare Group | Ponte Vedra Beach | FL | 06/2023 | 12/2025 |
1) Crump Insurance Agency, Investment-Related, Metairie, LA, Insurance Products, Independent Agent, 08/2019, 2,0, provide clients with access to insurance products. 2) Alluvial Financial Management LLC, acquired by Ryan Geer Field & Rhodes PLLC, not investment-related, Charlotte, NC, accounting firm, Managing Member, 02/2018, 160,160, provide tax and accounting services to individuals and businesses. 3) Telar Information Technology Inc., not investment-related, Charlotte, NC, accounting software, Owner, 03/2014, 3, 0, advise clients on accounting software solutions. 4) Southern Environmental Solutions of the Carolinas, LLC, not investment-related, Charlotte, NC, electronic recycling, CFO, 01/2019, 20, 20, accounting, tax and financial management services. 5) Basson Group Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 11/2016, 0.25, 0, annual tax preparation. 6) Durbanville Real Estate Inc., not investment-related, Charlotte, NC, real estate holding and rental , None-executive Director, 07/2016, 0.25, 0, Annual tax preparation. 7) Aquila Trading, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 8) J4A Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 10/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 9) Namib Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 09/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 10) Atlantic 2 Africa, Inc., not investment-related, Charlotte, NC, import/export, Non-executive Director, 09/2014, 0, 0, none. 11) Coral Island Investments, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 12) Let's Prop USA Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 12/2018, 0.25, 0, annual tax preparation. 13) B2B Solutions Group Inc, not investment-related, Charlotte, NC, non-profit networking group, Non-executive Director, 01/2017, 1, 0, annual tax preparation and monthly accounting services. 14) Joining Hands USA, not investment-related, Charlotte, NC, Non-profit to benefit orphans in Africa, Non-executive Director, 10/2013, 0, 0, none. Additional outside business activities are reported in Item 12, Employment History as well as Form ADV Part 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
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