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Reading the graph
Advisor at NOVARE CAPITAL MANAGEMENT
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NOVARE CAPITAL MANAGEMENT | Independent wealth | Sep 12, 2022 | n/a | yes | CHARLOTTE, NC | Current employment |
| SELECTIVE WEALTH MANAGEMENT, INC. | Independent wealth | Nov 27, 2018 | Aug 31, 2022 | no | FOREST, VA|ASHEVILLE, NC|LYNCHBURG, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT, INC. | NOVARE CAPITAL MANAGEMENT | Aug 31, 2022 | Sep 12, 2022 | 12 | Firm change | RIA to RIA |