Boundary Street Advisors, LLC at 301 E Tremont Ave STE D, Charlotte, Nc 28202 lists William Haygood , III and Rodney Faulkner of Charlotte, NC.
Zingaretti, Angelo W
Registered Agent
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16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277
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William Haygood , III
Managing Member
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
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Rodney Faulkner
Managing Member
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28203
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301 E TREMONT AVE STE D, CHARLOTTE, NC 28202
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16928 LANCASTER HWY STE 109, CHARLOTTE, NC 28277
(Mailing)
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
---|---|---|---|---|---|
2023 | Plan NameBOUNDARY STREET ADVISORS 401K PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$5,813 / $17,242 | 2023 | BOUNDARY STREET ADVISORS 401K PLAN - Plan #001 | 6 / 7 | $5,813 / $17,242 |
2022 | Plan NameBOUNDARY STREET ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $5,813 | 2022 | BOUNDARY STREET ADVISORS 401K PLAN - Plan #001 | 4 / 5 | $0 / $5,813 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
---|---|---|---|---|---|---|
02/04/2021 | Approved$11,654 Forgiven$11,704 LenderUwharrie Bank Jobs1 | 02/04/2021 | $11,654 | $11,704 | Uwharrie Bank | 1 |
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