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Mcdonough, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-14 |
| NC | RA | APPROVED | 2026-01-06 |
Branch Locations
8404 Six Forks Road Ste 204, Raleigh, NC 27615 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Concepts | Raleigh | NC | 06/1997 | Present |
| Infinity Financial Services | Oakland | CA | 05/2016 | 12/2020 |
| Infinity Financial Services Advisory | Oakland | CA | 03/2020 | 12/2020 |
| Innovation Partners | Charlotte | NC | 12/2020 | 08/2025 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2020 | 08/2025 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2024 | 11/2024 |
| Nortlov Securities Llc | Mcdonough | GA | 12/2025 | Present |
| Nortlov Advisory Llc | Mcdonough | GA | 12/2025 | Present |
1. Volunteer Board member and Assistant Kitchen Manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh. Not investment related. 7400 Falls of Neuse Road Raleigh, NC 27615. Religious organization, started Jan 1995. Hours vary but no more than 10 per month, up to 4 during securities hours. Sometimes cooking during business trading hours. Participate in monthly board meetings. Organize events requiring food service. Purchase, prepare and serve. No compensation. 2. Owner of Advanced Financial Concepts. Insurance sales of fixed and index life insurance and annuities. 8404 Six Forks Road, Ste 204, Raleigh, NC 27615. Started in June 1997. Up to 20 hours a month in trading hours. Compensated by sales commission. 3. Member and team leader of Raleigh Cary Chevra Kadisha. Jewish community association. 1701 E Millbrook Rd, Raleigh, NC 27609. Member since Jan 2008. Up to 4 hours a month, none during trading hours. Leader of a volunteer team that prepares deceased Jewish men for burial. No compensation. 4. Volunteer Treasurer for Libertarian Party Candidate for State office. There are no fundraisers. Spend about 2 hours per quarter during securities hours preparing campaign finance reports. Started March 2016. Nelson 4 NC 2223 Spacious Skies Street Raleigh, NC 27614. Most work is done from my home or office.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-24 |
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