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Michael Edward Bookhardt

Affluence Advisory LLC

Mount Holly, NC

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Current Employers
Affluence Advisory Llc

Mount Holly, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-29
  • NC RA
    APPROVED
    Since 2024-01-29

Branch Locations

Mount Holly, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2021 → 06/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2006 → Present
    Sib General Contractors Llc
    Mount Holly, NC
  • 08/2023 → Present
    Mount Holly, NC
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-21
S65 Uniform Investment Adviser Law Examination 2023-08-03
  • S63 Uniform Securities Agent State Law Examination
    2024-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-08-03
Other Names
  • Michael Bookhardt

View on SEC IAPD

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