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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-06 |
Branch Locations
145 Freedom Valley Trail, Troutman, NC 28166 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco / Private Ledger Corp.) | Troutman | NC | 07/2000 | 03/2018 |
| Ifg Advisory, Llc Dba Sovereign Investmentgroup | Atlanta | GA | 01/2015 | 03/2018 |
| Cwm, Llc Dba Carson Wealth | Troutman | NC | 03/2018 | 12/2025 |
| Cetera Advisor Networks | El Segundo | CA | 03/2018 | 05/2019 |
| Sovereign Investment Group | Statesville, | NC | 12/1989 | Present |
| Inspire Advisors, Llc Dba Inspire Advisors - Lake Norman | Meridian | ID | 12/2025 | Present |
1) Independent Insurance Agent - Investment Related - NC - Property & Casualty Licensed, Life Insurance, Accident & Health Insurance - 5/2006 2) 12/1989 Sovereign Investment Group, S Corp; President ; Non Investment Related; Statesville, NC; Used for Tax Purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-03 |
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