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9202 Aviation Blvd Nw Ew3, Concord, NC 28027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| GA | RA | APPROVED | 2025-07-18 |
| CA | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-06 |
| NC | RA | APPROVED | 2025-04-21 |
Branch Locations
9202 Aviation Blvd Nw Ew3, Concord, NC 28027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2013 | 07/2018 |
| Elite Lawn And Tree Care, Llc | Charlotte | NC | 04/2017 | 09/2018 |
| Pnc Investments, Llc | Charlotte | NC | 08/2018 | 07/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2020 | 04/2025 |
| Cetera Investment Advisers Llc | Charlotte | NC | 07/2020 | 04/2025 |
| 360 Aviation Advisors, Llc | Huntersville | NC | 01/2025 | Present |
| 360 Aviation Advisors Insurance, Llc | Huntersville | NC | 05/2025 | Present |
1. PODCAST the name of the other business - "Pilot's Portfolio" whether the business is investment-related. - No, this is not investment related. the address of the other business 9541 Julian Clark Ave STE 104-B Huntersville, Nc 28078 the nature of the other business - Podcast your position - Podcast Host title, or relationship with the other business, Podcast Host, Owner the start date of your relationship 1/1/2024 the approximate number of hours/month you devote to the other business 8hrs/month the number of hours you devote to the other business during securities trading hours 2hrs/week during securities trading hours and briefly describe your duties relating to the other business. I host a financial planning podcast targeted towards professional pilots. 2. 360 Aviation Advisors Insurance, LLC The name of the other business - Timothy Pope Whether the business is investment related - Yes, this is investment related The address of the other business - 9541 Julian Clark Ave STE 104-B Huntersville, Nc 28078 the nature of the other business - life insurance Your position - independent agent Title, or relationship with the other business, insurance agent The start date of your relationship 5/21/2025 the approximate number of time devoted to the other business - 5% of time Briefly describe your duties relating to the other business- I help clients find and purchase appropriate life insurance policies that fit their needs based on their financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-17 |
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