Jonathan Hogan

Current Employers

Employment History

• 01/2019 → 12/2019
  Alphastar Capital Management, Llc
  Cornelius, NC
• 05/2010 → 01/2020
  Financial Independence Group
  Cornelius, NC
• 07/2018 → 08/2019
  The Leaders Group, Inc.
  Littleton, CO
• 01/2020 → 08/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2020-01-29 → 2022-08-19
  Kalos Management
  Charlotte, NC
  Ponte Vedra Beach, FL
• 2019-01-31 → 2020-01-03
  Alphastar Capital Management
  Cornelius, NC
  Cornelius, NC

Other Businesses

1. EH Locke LLC - 4/1/2019 - 6101 Carnegie Blvd Suite 350 Charlotte, NC 28209 - President, Meeting with clients to discuss their Medicare Options along with Retirement planning strategies, Invt Rel, Insurance Business, 40 hrs/mo; 0 hrs/mo (during trading hours). 2. Chartered Retirement Planning Counselor, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Professional Designation, CRPC, 9/22/2021,160 hours per month, 160 hours per month during trading hours, No Compensation Compensation, Professional Designation offered through Kaplan which puts more focus on the retirement planning process. 3. SouthPark Capital, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Investments, Financial Advisor, 1/1/2020,160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Financial services offered including securities and insurance. 4.SouthPark Capital, Is Investment Related, 6101 CARNEGIE BLVD, Suite 350, Charlotte, NC, 28209, Article, Advisor, 1/11/2023, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Published Article through Kiplinger's discussion the benefits of 1031 Exchanges into DST 5.George Terlizzi Inc., Is Investment Related, 2602 Providence Spring Lane, Charlotte, NC, 28270, Running a wealth management firm, Managing Partner, 6/16/2022, 160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Partial Owner of SouthPark Capital. Running day to day operations within the firm.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-01

Other Names

• Jonathan Hogan
• Jon Hogan
• Jonathan Charles Hogan