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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-30 |
Branch Locations
123 N. Main St., Belmont, NC 28012 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 08/2022 | 08/2024 |
| Wake Forest University | Winston-Salem | NC | 07/2021 | 08/2022 |
| City Year Columbus | Columbus | OH | 08/2020 | 07/2021 |
| Roadrunner Sports Warehouse | Columbus | OH | 03/2020 | 08/2020 |
| Skippers Pub & Topdeck | Oxford | OH | 03/2019 | 03/2020 |
| Mcalisters Deli | Columbus | OH | 12/2016 | 03/2019 |
| Student | Columbus | OH | 08/2014 | 12/2016 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 02/2023 | 08/2024 |
| Verum Partners Llc | Charlotte | NC | 09/2024 | 12/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 05/2025 | Present |
| Belmont Capital Advisors | Belmont | NC | 03/2025 | Present |
BELMONT CAPITAL ADVISORS START DATE OF 3/31/2025; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 10 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-23 |
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