# TEAMVEST RETIREMENT PLAN SERVICES,LLC

TEAMVEST RETIREMENT PLAN SERVICES,LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 111995
- Type: SEC-registered investment adviser
- SEC file number: 801-58178
- Location: 11215 RUSHMORE DRIVE, CHARLOTTE, NC, 28277
- Phone: 704-944-7422
- Latest filing: 2001-07-30
- Regulatory AUM: $27.4M
- Discretionary AUM: $18.6M
- Non-discretionary AUM: $8.7M
- Clients: 51
- Accounts: 55

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [PRITCHARD DEBORAH HOUGH](https://search.stillhousedata.com/person/756299) | SHAREHOLDER | — |
| [LEEKLEY GREGORY HINES](https://search.stillhousedata.com/person/781202) | SHAREHOLDER | — |
| [EVANS DAVID SHAWN](https://search.stillhousedata.com/person/781203) | SHAREHOLDER | — |
| [STILLEY JOHN VINCENT](https://search.stillhousedata.com/person/781204) | PRESIDENT | — |
| [HAUN JAMES FRANKLIN](https://search.stillhousedata.com/person/781205) | SHAREHOLDER | — |
| [BUCEY STEVEN ALLEN](https://search.stillhousedata.com/person/784979) | DIRECTOR OF FINANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111995/similar
- Related entities: https://search.stillhousedata.com/firm/111995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111995

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.