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Mount Holly, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 12/2021 | 06/2022 |
| Sib General Contractors Llc | Mount Holly | NC | 03/2006 | Present |
| Affluence Advisory, Llc | Mount Holly | NC | 08/2023 | Present |
1. AFFLUENCE ADVISORY, LLC (INVESTMENT-RELATED) MANAGING MEMBER MOUNT HOLLY, NC 28120 START: 08/2023 INVESTMENT ADVISOR ~200 HOURS/MONTH 2. SIB GENERAL CONTRACTORS, LLC (NON-INVESTMENT RELATED) MANAGING MEMBER MOUNT HOLLY, NC 28120 START: 3/2006 GENERAL BUSINESS ~10 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-03 |
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