Nathan Carey

Current Employers

Blue Financial

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-08

NC RA
APPROVED

Since 2024-05-08

Branch Locations

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • 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

Organization	City	State	From	To
Coerver United	Severna Park	MD	01/2014	01/2020
Roanoke College	Salem	VA	01/2020	01/2024
Blue Financial, Inc.	Charlotte	NC	01/2024	Present
Blue Wealth Inc.	Charlotte	NC	05/2024	Present
Equitable Advisors, Llc	Salem	VA	09/2023	12/2023

01/2014 → 01/2020

Coerver United

Severna Park, MD
01/2020 → 01/2024

Roanoke College

Salem, VA
01/2024 → Present

Blue Financial, Inc.

Charlotte, NC
05/2024 → Present

Blue Wealth Inc.

Charlotte, NC
09/2023 → 12/2023

Equitable Advisors, Llc

Salem, VA

Other Businesses

Blue Financial, Inc: Insurance Planning only; Position: Licensed insurance agent; Address: 5970 Fairview Rd. Suite 400 Charlotte, NC 28210; 12/2024 - Present; 50 hours per month including meeting with clients and operations of business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-29

S65 Uniform Investment Adviser Law Examination

2024-01-29

View on SEC IAPD

Current Employers

Blue Financial

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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