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Inactive

Carter Hodgson

Crown Wealth Group LLC

Charlotte, NC

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Current Employers
Crown Wealth Group Llc

2108 South Boulevard Unit 300, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-04
  • NC RA
    APPROVED
    Since 2025-04-04

Branch Locations

2108 South Boulevard Unit 300, Charlotte, NC 28203 • 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
Student Lakeway TX 03/2015 05/2024
Wells Fargo Charlotte NC 07/2024 02/2025
Crown Wealth Group Llc Charlotte NC 03/2025 Present
Crown Wealth Group Llc Charlotte NC 03/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
Designations

View on SEC IAPD

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