DFX Intelligence
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Reading the graph
Reading the graph
Advisor at TECH FP
WILMINGTON, 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 |
|---|---|---|---|---|---|---|
| TECH FP | State registered | May 13, 2026 | n/a | yes | WILMINGTON, NC | Current employment |
| NOVARE CAPITAL MANAGEMENT | Independent wealth | Jan 15, 2021 | May 17, 2021 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NOVARE CAPITAL MANAGEMENT | TECH FP | May 17, 2021 | May 13, 2026 | 1,822 | Firm change after gap | RIA to state RIA |