Best Investors Account Sign in
Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-09
SC RA APPROVED 2026-01-09
  • OH RA
    APPROVED
    Since 2026-01-09
  • SC RA
    APPROVED
    Since 2026-01-09

Branch Locations

Summerton, SC • United States

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Mbia Capital Advisors

1248 Springfield Pike Na, Cincinnati, OH 45215-2142 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-04-29
  • SC RA
    APPROVED
    Since 2024-04-29

Branch Locations

Summerton, SC • 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
Julie Mesaros Summerton SC 07/2022 Present
Harnett County Schools Lillington NC 03/2017 07/2022
Clovis Municipal School District Clovis NM 06/2014 03/2017
  • 07/2022 → Present
    Julie Mesaros
    Summerton, SC
  • 03/2017 → 07/2022
    Harnett County Schools
    Lillington, NC
  • 06/2014 → 03/2017
    Clovis Municipal School District
    Clovis, NM
Other Businesses

Julie M. Mesaros; Independent Insurance Agents; Sale of life insurance and annuity products; approx. 120 hours per month; approx. 100 hours per month during trading hours; similar clientele

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01

View on SEC IAPD

More in Summerton, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor