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1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-03 |
Branch Locations
200 First Ave Nw Suite 303, Hickory, NC 28601 • United States
1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Law | Boone | NC | 12/2018 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 03/2019 | 11/2023 |
| Winger Law | Hickory | NC | 09/2015 | 11/2018 |
| Sollinda Capital Management, Llc | Miami | FL | 11/2023 | Present |
1. HERITAGE LAW. ATTORNEY. 200 1ST AVENUE NW, #304, HICKORY, NC 28601. ESTATE PLANNING, ELDER LAW, BUSINESS LAW. NOT INVESTMENT RELATED. STARTED 12/2018. 40 HRS/WK, 30 DURING NORMAL TRADING HRS. 2. WB FINANCIAL, LLC. MEMBER. 200 1ST AVE NW, STE 304, HICKORY, NC 28601. NOT INVESTMENT RELATED. STARTED 2019. MANAGEMENT AND ADMINISTRATIVE DUTIES FOR PASS-THROUGH ENTITY FOR INSURANCE, ASSET MANAGEMENT BUSINESS. 0 HRS/WEEK. 3. 99 HOLDINGS, LLC. OWNER/MANAGER. STARTED 4/2020. 1521 FRIENDSHIP CHURCH RD, BOONE, NC 28607. HOLDING COMPANY FOR REAL ESTATE, OWNS 25% OF 321 KING STREET, LLC. NOT INVESTMENT RELATED. 1 HR/WK, 0 HRS DURING NORMAL TRADING HRS.
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