TEAMVEST RETIREMENT PLAN SERVICES,LLC
CRD #111995 SEC #801-58178 CHARLOTTE, NC 704-944-7400
SEC Registered
Total AUM
$27.4M
Discretionary
$18.6M
Employees
51
Clients
51
Accounts
55
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 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 |
|---|---|---|---|---|
| BUCEY, STEVEN, ALLEN | I | DIRECTOR OF FINANCE | NA | Control |
| EVANS, DAVID, SHAWN | I | SHAREHOLDER | B | Control |
| HAUN, JAMES, FRANKLIN | I | SHAREHOLDER | B | Control |
| LEEKLEY, GREGORY, HINES | I | SHAREHOLDER | B | Control |
| PRITCHARD, DEBORAH, HOUGH | I | SHAREHOLDER | B | Control |
| STILLEY, JOHN, VINCENT | I | PRESIDENT | B | Control |
Registrations
Federal
IA
Jul 30, 2001 REGISTERED
Notice Filings (1)
NC
Address
11215 RUSHMORE DRIVECHARLOTTE, NC 28277
U.S.A.
Phone: 704-944-7400