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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-06 |
| NC | RA | APPROVED | 2008-11-13 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
250 N. Trade St Suite 301, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Sports Officials | Matthews | NC | 09/2008 | 09/2021 |
| United Planners' Financial Services | Scottsdale | AZ | 11/2008 | Present |
| Carolina Financial Partners | Matthews | NC | 03/1995 | Present |
| Carolina Motorsports Mgt. Llc | Matthews | NC | 12/2012 | 01/2019 |
| Sfl Transportation | Charlotte | NC | 10/2021 | Present |
1.) CAROLINA FINANCIAL PARTNERS & ASSOCIATES, LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MATTHEWS, NC - SINCE 01/2019 - INVESTMENT RELATED 2.) CAROLINA FINANCIAL PARTNERS & ASSOCIATES, LLC - PRESIDENT - NON-VARIABLE INSURANCE - MATTHEWS, NC - SINCE 01/2016 - NOT INVESTMENT RELATED 3.) SFL TRANSPORTATION - CDL DRIVER - CDL DRIVER PART TIME WEEKEND - CHARLOTTE, NC - SINCE 10/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-28 |
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