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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-23 |
Branch Locations
11215 N. Community House Rd St 775, Charlotte, NC 28277 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldi | Greece | NY | 05/2019 | 03/2021 |
| Brighton Securities | Rochester | NY | 08/2021 | 01/2022 |
| Spencerport High School | Spencerport | NY | 09/2013 | 06/2017 |
| Schaffer & Company Asset Management, Inc. | Rochester | NY | 02/2022 | 03/2023 |
| Securities America, Inc. | Pittsford | NY | 04/2023 | 05/2024 |
| Wealthplan Partners | Pittsford | NY | 04/2023 | 05/2024 |
| Suny Plattsburgh | Plattsburgh | NY | 08/2018 | 05/2021 |
| Cinemark Tinseltown | Rochester | NY | 10/2015 | 05/2017 |
| Perri's Pizzeria | Rochester | NY | 05/2017 | 08/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2024 | 07/2026 |
| Independent Advisor Alliance | Charlotte | NC | 07/2026 | Present |
1.07/2026- Precision Point Wealth Management - DBA for RIA business - Liscensed Admin - Inv Related - 160/hrs 2.07/2026- Precision Point Wealth Management - DBA for LPL business - Liscensed Admin - Inv Related - 160/hrs 3.Mr. Czamara holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Czamara provides. Mr. Czamara may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Czamara to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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