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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-06-17 |
Branch Locations
250 N. Trade St Suite 301, Matthews, NC 28105 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dennis Lynch Independent Insurance | Charlotte | NC | 12/2013 | 08/2022 |
| United Planners Financial Services | Scottsdale | AZ | 06/2016 | Present |
| Carolina Financial Partners | Matthews | NC | 01/2018 | Present |
| Carolina Financial Partners, Llc | Matthews | NC | 06/2016 | 11/2018 |
| Carolina Financial Partners | Matthews | NC | 01/2018 | Present |
| Carolina Financial Partners | Matthews | NC | 01/2019 | Present |
1.) CAROLINA FINANCIAL PARTNERS - ASSOCIATE VP - NON-VARIABLE INSURANCE - MATTHEWS, NC - SINCE 01/2018 - INVESTMENT RELATED 2.) CAROLINA FINANCIAL PARTNERS & ASSOC. LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MATTHEWS, NC - SINCE 01/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-08 |
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