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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-02 |
Branch Locations
4169 Holland-Sylvania Road Suite 103, Toledo, OH 43623 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Capital Management, Inc. | Dayton | OH | 03/2005 | 12/2019 |
| Capital Investment Group, Inc. | Raleigh | NC | 04/2009 | Present |
| Buckingham & Company | Dayton | OH | 01/2017 | 12/2019 |
| Buckingham Financial Group | Dayton | OH | 05/2005 | 12/2019 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 12/2019 | Present |
1. GLEANER LIFE INSURANCE, OUTSIDE REP, SALE OF FIXED PRODUCTS SINCE 11/2008 2. WHETRO ADVISORS. OWNER. 4169 HOLLAND-SYLVANIA RD, STE. 103 TOLEDO, OH 43623. BUSINESS NAME FOR FINANCIAL PLANNING FIRM. INVESTMENT REALTED. STARTED 1/2020. 40 HRS/WK, 30 HRS/WK DURING NORMAL TRADING HRS. 3. FIG, FINANCIAL INDEPENDENT GROUP. AGENT/REP. SELL FIXED PRODUCTS. 19520 W CATAWBA STE 2000, CORNELIUS, NC 28031. INVESTMENT RELATED. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. STARTED 10/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-23 |
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