Meshach Sarkorh

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-20
NC	RA	APPROVED	2024-12-16

Branch Locations

401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States

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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Charlotte	NC	11/2021	09/2022
Gohealth	Charlotte	NC	07/2020	10/2021
Rinehart Realty	Rock Hill	SC	06/2017	06/2020
Winthrop University	Rock Hill	SC	09/2015	04/2017
Sagepoint Financial, Inc.	Phoenix	AZ	09/2022	09/2023
Osaic Wealth, Inc.	Jersey City	NJ	09/2023	11/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	11/2024	Present
Bank Of America, N.A.	Charlotte	NC	01/2025	Present

11/2021 → 09/2022

Wells Fargo Clearing Services, Llc

Charlotte, NC
07/2020 → 10/2021

Gohealth

Charlotte, NC
06/2017 → 06/2020

Rinehart Realty

Rock Hill, SC
09/2015 → 04/2017

Winthrop University

Rock Hill, SC
09/2022 → 09/2023

Sagepoint Financial, Inc.

Phoenix, AZ
09/2023 → 11/2024

Osaic Wealth, Inc.

Jersey City, NJ
11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
01/2025 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-03

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