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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-01 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A4 Wealth Advisors Llc | Huntersville | NC | 04/2024 | Present |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 02/2023 | Present |
| Thrive Mortgage | Georgetown | TX | 08/2020 | 12/2023 |
| Covius Services Llc | Tampa | FL | 08/2015 | 08/2020 |
| Heathergrown, Llc | Denver | NC | 01/2025 | 01/2026 |
(1)World Wide Financial Solutions, LLC dba A4 Insurance Solutions; Yes; Insurance Services; Insurance Agent/ Client Associate; 02/2023; 0/ HRS MO; 0/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
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