Louis David Dworsky

Current Employers

Employment History

• 08/2014 → 10/2017
  Thompson Davis & Co., Inc.
  Richmond, VA
• 11/2017 → 12/2021
  Morse Capital Partners, Llc
  Raleigh, NC
• 01/2015 → Present
  Zermatt Securities, Inc.
  Charlotte, SC
• 11/2017 → 03/2022
  Hayden Royal, Llc
  Charlotte, NC
• 10/2018 → 06/2022
  Maven Capital, Llc
  Charlotte, NC
• 05/2013 → 08/2020
  Zermatt Wealth Partners, Llc
  Charlotte, NC
• 01/2015 → Present
  Zermatt Insurance Services
  Charlotte, NC
• 12/2019 → Present
  Wfa Of San Diego Llc
  San Diego, CA
• 01/2018 → Present
  Zermatt Holdings, Llc
  Charlotte, NC

Previous Registrations

• 2021-12-12 → 2024-12-31
  Zermatt Wealth Partners
  San Diego, CA
  Wilmington, NC
  Charlotte, NC
• 2019-09-30 → 2022-03-31
  Hayden Royal
  Charlotte, NC
  Charlotte, NC
• 2017-12-16 → 2021-12-31
  Morse Capital Partners, Llc
  Raleigh, NC
  Charlotte, NC
  Richmond, VA
• 2014-08-19 → 2017-10-30
  Thompson Davis & Co., Inc.
  Richmond, VA
  Raleigh, NC
• 2013-10-17 → 2014-08-21
  Platinum Wealth Partners
  Tampa, FL
• 2009-06-01 → 2013-08-05
  Morgan Stanley
  Raleigh, NC
  Raleigh, NC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Raleigh, NC
• 2007-03-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Raleigh, NC
• 2003-07-01 → 2007-03-02
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC
• 2000-12-04 → 2003-07-01
  Prudential Equity Group, Llc
  Raleigh, NC

Other Businesses

REAL ESTATE INVESTMENTS: RESPONSIBILITIES AND DUTIES ARE LIMITED TO ANNUAL MEETINGS, FINANCING, PROPERTY SELECTION AND TAX PREPARATION. STARTED MARCH 2003. 1. DOUBLE DIMENSION - 50% OWNER, REAL ESTATE INVESTMENTS 2. CARDINAL FIVE, LLC - 25% OWNER, REAL ESTATE INVESTMENTS 3. LDMD 1712 EASTWOOD, LLC - 25% OWNER, REAL ESTATE INVESTMENTS 4. Progress Point Bldg. One, LLC- 25% OWNER, REAL ESTATE INVESTMENTS 5. DWORSKY CYPRESS LLC - 25% OWNER, REAL ESTATE INVESTMENTS 6. Lumina 3001, LLC - 33.3% OWNER, REAL ESTATE INVESTMENTS 7. Oyster Pearl, LLC - 33.3% OWNER, REAL ESTATE INVESTMENTS 8. LDD 1219 LLC - 100% OWNED BY LOUIS DWORSKY - REAL ESTATE INVESTMENTS 9. Hampstead Station, LLC - 100% OWNED BY DOUBLE DIMENSION - REAL ESTATE INVESTMENTS 10. Triple Dimension, LLC - 66.6% OWNED BY DOUBLE DIMENSION - REAL ESTATE INVESTMENTS 11. J&L Investors, LLC - 50% OWNER, FOOD SERVICE COMPANY Other Activities 1. ZERMATT WEALTH PARTNERS LLC, INVESTMENT RELATED, CEO, 10 HOURS PER WEEK, RECRUITING INVESTMENT ADVISORS, P. O. BOX 12486 RALEIGH, NC 27605 2. Hayden Royal Insurance Services, LLC, 2 hours per month, Owner, P. O. BOX 12486 RALEIGH, NC 27605 3. Advisor Consulting Firm, LLC, 2 hours per month, Owner/CEO, P. O. BOX 11634 Charlotte, NC 28220 4. Zermatt Holdings, LLC, Holding Company, 2 hours per month, Owner/CEO, P. O. BOX 11634 Charlotte, NC 28220

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-29
• S63 Uniform Securities Agent State Law Examination
  1987-08-26