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511 East Blvd, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices, Llc | Charlotte | NC | 05/2010 | 03/2018 |
| Portus Wealth Advisors, Llc | Charlotte | NC | 06/2021 | Present |
| Suntrust Bank | Charlotte | NC | 04/2018 | 08/2020 |
| N/A | Charlotte | NC | 09/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
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