Richard Altland Speers

Current Employers

Employment History

• 02/2010 → Present
  Private Wealth Management Of North Carolina
  Henderson, NC

Previous Registrations

• 2005-01-31 → 2009-10-12
  Hamlett Investment Planning
  Henderson, NC
• 2003-01-10 → 2004-12-31
  Hamlett Investment Planning
  Henderson, NC
• 2001-12-19 → 2003-01-07
  Raymond James Financial Services, Inc.
  Henderson, NC
  Henderson, NC

Other Businesses

1. 01/1999-PRESENT: CHOPLIN, HARP & SPEERS, LLC/NON INVESTMENT-RELATED/129 W. BELLE ST, HENDERSON, NC 27536/TAX & MANAGEMENT CONSULTING/MANAGING MEMBER/8 HOURS PER MONTH/4 HOURS DURING TRADING HOURS/PREPARE BOOKS AND TAX RETURNS FOR LLC; PREPARE TAX RETURNS FOR PEOPLE, TRUSTS, ESTATES, AND BUSINESS ENTITIES 2. 01/2003 - PRESENT: BIG HOUSE REAL ESTATE PARTNERS LLC/INVESTMENT-RELATED/129 W. BELLE ST, HENDERSON, NC 27536/REAL ESTATE/MANAGING MEMBER/1 HOUR PER MONTH/NO DUTIES 3. 01/2001-PRESENT: DABNEY WEST, LLC/INVESTMENT-RELATED/129 W. BELLE ST, HENDERSON, NC 27536/REAL ESTATE/ MANAGING MEMBER/1 HOUR PER MONTH/NO DUTIES 4.FALCON FINANCIAL CORP/INVESTMENT-RELATED/129 W. BELLE ST, HENDERSON, NC 27536/REAL ESTATE/MANAGING MEMBER/1 HOUR PER MONTH/NO DUTIES 5.02/2001-PRESENT: VELLEROS, INC./NON-INVESTMENT-RELATED/PO BOX 151, MORRISVILLE, NC 27560/TELECOMMUNICATIONS/BOARD MEMBER/8 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS/SERVES ON THE BOARD OF DIRECTORS 6. 07/2015 - PRESENT: SIX FORKS AND WIND CHIME LLC/INVESTMENT-RELATED/134 WIND CHIME COURT, RALEIGH, NC 27615/REAL ESTATE/MANAGING MEMBER/1 HOUR PER MONTH/NO DUTIES 7. NORTH CAROLINA STATE INVESTMENT FUND, YES, 1220 VARSITY DR. SUITE 140 WESTERN BOULEVARD SERVICES BUILDING. RALEIGH, NC 27695, NORTH CAROLINA STATE UNIVERSITY ENDOWMENT FUND, BOARD OF DIRECTORS, APRIL 3, 2024, ROUGHLY 2 1/2 HOURS PER MONTH. MEETINGS ARE 8 HOURS ONCE PER QUARTER. ROUGHLY 2 1/2 HOURS PER MONTH. MEETINGS ARE 8 HOURS ONCE PER QUARTER, WILL VOTE ON THE ASSET ALLOCATION BREAKDOWN OF THE ENDOWMENT FUND.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-13
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Designations