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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Trader | Charlotte | NC | 03/2000 | 03/2018 |
| Darvas Investment Management Llc | Charlotte | NC | 09/2009 | 03/2018 |
| Uwharrie Investment Advisors | Charlotte | NC | 03/2018 | 05/2020 |
| Integrated Financial Strategies, Llc | Charlotte | NC | 04/2020 | Present |
| Exodus Wealth, Llc | Charlotte | NC | 02/2026 | Present |
(1.) Exodus Wealth, LLC.; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; February 2026; Approximately 50 hours/week, 35hours during trading hours per week; constructing a portfolio of individual stocks and ETFs managed to grow client assets. Co-portfolio manager for diversified model portfoliosbased on client-specific risk tolerance. (2.) Integrated Financial Strategies, LLC; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; April 2020Started; Approximately 50 hours/week, Approximately 35 hours during trading hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
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