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2423-B Plantation Center Drive Suite B, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-05-23 |
| GA | RA | APPROVED | 2018-02-07 |
Branch Locations
2423-B Plantation Center Drive Suite B, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scope Consulting | Duluth | GA | 05/2015 | Present |
| World Financial Group | Duluth | GA | 08/2015 | 09/2017 |
| Nexus Capital Inc. | Duluth | GA | 12/2017 | Present |
Nexus Ventures LLC, et al., investment related businesses, Matthews, North Carolina, Privately Held Investment Companies, Co-Manager, start date October 2021, 1 hour per week, 0 hours during securities trading hours; Independent Insurance Agent, Non-investment related, Duluth, Georgia, Insurance Product Sales, Self-Employed, Insurance Agent, Start date July 2021, 2 hours per week, 0 hours during securities trading hours, primary duty is insurance product sales. Scope IT Consulting; 3235 Satellite Blvd, Bldg 400, Suite 300, Duluth, GA 30096; Technology and IT Consulting; Software Engineer; Start date October 2015; Non-investment-related activity; 10 hours per month, 1 hour during securities trading hours; Provides IT consulting and relationship management services. Peak Inc.; Non-investment-related; 3177 Wyesham Cir, Duluth, GA 30096; IT Consulting; President; Start date May 2007; Approximately 10 hours a month, including 0 hours during securities trading hours; Primary duty firm management. Peak Food Services, LLC; Non-investment related; 3177 Wyesham Cir, Duluth, GA 30096; Commercial food business; President; Start date September 2016; Approximately 10 hours a month, including 0 hours during securities trading hours; primary duty firm management. Peak Services, LLC; Non-investment related; 8145 Saint Marlo CC Pkwy, Duluth, GA 30096; Business Analysis/Business Processes Consulting; Owner; Start date February 5, 2024; Approximately 12 hours a month, including 0 hours during securities trading hours; primary duty firm management. Peak Phones, LLC; Non-investment related; 2423 Plantation Center Dr, Matthews, NC 28105; Cellular phone repairs; Owner; Start date February 5, 2024; Approximately 12 hours a month, including 0 hours during securities trading hours; primary duty firm management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
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