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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-14 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Rate Realty Llc | Franklin | PA | 01/2021 | Present |
| Pine Grove Environmental | Grove City | PA | 02/2021 | 08/2022 |
| Shingledeckers Welding Inc. | Franklin | PA | 06/2000 | 01/2021 |
| Lee Snyder Financial | Franklin | PA | 04/2022 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2022 | 03/2023 |
| Ohio National Financial Services | Cincinnati | OH | 04/2022 | 03/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | 07/2023 |
| Innovation Partners Llc | Charlotte | NC | 07/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 07/2023 | Present |
1. Rental Property;609 W Front St, Oil City, PA 16301; not investment related; landlord; 06/01/2010-present; 2hours/month (0 during securities trading hours); I manage and maintain the property for the tenant.___ 2). 1st Rate Realty LLC; 745 Liberty St, Franklin, PA 16323; not investment related; sales agent; 01/01/2020-present; 20 hours/month (10 during securities trading hours); real estate sales; help clients purchase or sell properties, assist and guide in the buying and selling process.___ 3). Kurtich Financial LLC. 894 Buttermilk Hill Rd., Franklin, PA 16323. Owner. Insurance sales. 5hrs a week.___ 4) Vision Wealth Marketing Fixed Insurance Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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