TEAMVEST INC
CRD #106486 SEC #801-53822 CHARLOTTE, NC 704-414-3600
SEC Registered
Total AUM
$30.8M
Discretionary
$7.8M
Employees
--
Clients
51
Accounts
96
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 17, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KNIGHT, VERNON, DEPAUW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, MICHAEL, DENNIS | I | DIRECTOR OF CLIENT RELATIONS | NA | |
| SMITH, BRIAN, HUGH | I | DIRECTOR OF OPERATIONS & PROJECT MANAGEMENT | NA | |
| WALKER, JOHN, CHARLES | I | CHIEF TECHNICAL OFFICER | NA | Control |
| EVANS, DAVID, SHAWN | I | PRESIDENT | B | Control |
| HAUN, JAMES, FRANKLIN | I | SHAREHOLDER | B | Control |
| LEEKLEY, GREGORY, HINES | I | PRINCIPAL | B | Control |
| PRITCHARD, DEBORAH, HOUGH | I | SHAREHOLDER | B | Control |
| STILLEY, JOHN, VINCENT | I | SHAREHOLDER | B | Control |
Registrations
Federal
IA
Aug 17, 2001 REGISTERED
Notice Filings (49)
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Address
11215 RUSHMORE DRIVECHARLOTTE, NC 28277
USA
Phone: 704-414-3600