Robert Russell Shaw

Current Employers

Employment History

• 11/2016 → 07/2019
  Carolinas Investment Consulting Llc
  Charlotte, NC
• 03/2013 → Present
  Halberd Limited
  Charlotte, NC
• 11/2011 → 05/2017
  Table's Ready, Llc
  Charlotte, NC
• 05/2019 → 01/2025
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 02/2025 → Present
  7Pw Wealth, Llc
  Charlotte, NC

Previous Registrations

• 2019-05-11 → 2025-02-07
  Carolinas Wealth Consulting Llc
  Charlotte, NC
  Charlotte, NC
• 2018-12-05 → 2001-04-17
  Carolinas Investment Consulting Llc
  Charlotte, NC

Other Businesses

1. Halberd Limited, which is not investment-related, provides software and other technology solutions as well as consultation and training. Robert is an officer, director, and shareholder since 2013 and currently spends approximately forty hours per month of which approximately five hours per month are during securities trading hours. 2. Duke Charlotte, which is not investment-related, is a community organization for alumni of Duke University. Robert is a board member since 2017 and currently spends approximately five hours per month of which approximately one hour per month is during securities trading hours. 3. Mecklenburg County Council, Boy Scouts of America, which is not investment-related, carries out the programs of the Boy Scouts of America within the Council jurisdiction. Robert is a Board Member and Endowment Committee Member providing strategic planning and oversight since 2022 and currently spends ten hours per month of which approximately two hours per month are during securities trading hours. 4. Rotary Club of Charlotte, which is not investment-related, is a community-service organization chartered by Rotary International. Robert is a Board Member and Committee Chair providing strategic planning and oversight since 2022 and currently spends approximately ten hours per month of which approximately two hours per month are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-05