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Joe D. Silvas

C2 INVESTMENT GROUP
MORESVILLE, NC 28117
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CRD#: 1403440
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Professional summary


Joe David Silvas, who also goes by Jay David Silvas, is a registered financial advisor currently at C2 INVESTMENT GROUP located in Moresville, North Carolina.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Joe has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 2 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jay David Silvas

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CO-OWNER OF C2, LLC DBA TRACKER WHICH HAS A PRODUCT CALLED TRACKER: A PORTFOLIO ACCOUNTING AND REPORTING APPLICATION.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joe David Silvas's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 17, 2003 - Present

C2 INVESTMENT GROUP

Office #1: 161 Village View Suite 101, Moresville, NC 28117
RIA
CRD#: 119473
MORESVILLE, NC
Past

September 18, 1987 - September 10, 1998

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

April 3, 1986 - September 24, 1987

DOVER GROUP, INC.

BD
CRD#: 16809

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(4/17/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/11/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/30/1984
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


CI
C2 INVESTMENT GROUP
C2 INVESTMENT GROUP | NATIONAL ARBITRAGE MANAGEMENT

CRD#: 119473 / SEC#:

North Carolina
Registered Investment Advisory firm - (12/31/2001 Approved)
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Contact information


Main Address
106 Langtree Village Drive Suite 301, Mooresville, NC 28117
Mailing Address
Po Box 2505, Cornelius, NC 28031
Phone number
(888) 327-1422
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


C2 INVESTMENT GROUP

CRD#: 119473Moresville, NC 28117

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