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Holli Moore Nowokunski

Elbert Financial Consulting, Inc.

Charlotte, NC

CRD 3175888

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Employer firm

Elbert Financial Consulting, Inc. CRD 117847

55 advisory clients

Reported services (Item 5G)

  • Financial planning
  • IN SOME CASES, WE DO PROVIDE ADVICE ON THE SELECTION OF OTHER ADVISERS. HOWEVER, WE ARE NOT COMPENSATED FOR CLIENT REFERRALS.

From the firm’s Form ADV. Read the guides:

Current Employers
Elbert Financial Consulting, Inc.

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2004-01-08
  • NC RA
    APPROVED
    Since 2004-01-08

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elbert Financial Consulting, Inc. Charlotte NC 02/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-07
  • S65 Uniform Investment Adviser Law Examination
    2004-01-07
Other Names
  • Holli Marie Moore
  • Holli M Nowokunski

View on SEC IAPD

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