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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| NC | RA | APPROVED | 2022-03-15 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A4 Wealth Advisors Llc | Huntersville | NC | 03/2022 | Present |
| A4 Wealth Advisors Llc | Huntersville | NC | 11/2016 | 03/2022 |
| Gradient Investments, Llc | Arden Hills | MN | 03/2022 | 12/2022 |
| Thrive Mortgage | Fort Mill | SC | 10/2020 | Present |
| World Wide Financial Solutions Dba A4 Insurance Solutions | Huntersville | NC | 11/2016 | Present |
| Universal Mortgage & Finance, Inc | Cornelius | NC | 04/2020 | 10/2020 |
| High Tech Lending, Inc | Huntersville | NC | 03/2018 | 02/2020 |
| Siena Heights University | Adrian | MI | 01/2016 | 05/2017 |
| Lkn Finance And Divorce Consultants Llc | Huntersville | NC | 07/2024 | Present |
(1)WORLD WIDE FINANCIAL SOLUTIONS DBA A4 INSURANCE SOLUTIONS; INVESTMENT RELATED; INSURANCE AGENT; START DATE 11/2016; HUNTERSVILLE, NC; APPROXIMATELY 30% OF TIME (2)THRIVE MORTGAGE; INVESTMENT RELATED; RESIDENTIAL MORTGAGE LOAN ORIGINATOR; START DATE 10/2020; FORT MILL, SC; APPROXIMATELY 20% OF TIME (3) LKN Finance and Divorce Consultants LLC; No; Huntersville, NC; Certified Divorce financial analysts; Owner/ CDFA; 07/2024; 5/ HRS MO; 5/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
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