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219 E Chatham St Suite 203, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Financial Group | Raleigh | NC | 11/2009 | Present |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 09/2020 | 03/2023 |
| First Advisors National, Llc | Raleigh | NC | 06/2016 | 09/2020 |
| Myriad Vending Nc Llc. | Fayetteville | NC | 10/2018 | Present |
| Great Plans Capital Management Llc | Cary | NC | 03/2023 | Present |
ADAM Financial Group - INSURANCE SALES; INVESTMENT-RELATED; RALEIGH, NC; INSURANCE AGENT; 2020; APPROX. 20 HRS/MO DURING TRADING HOURS; SELLING FIXED INSURANCE PRODUCTS INCLUDING GROUP HEALTH AND DENTAL PLANS FOR COMMISSION. Myriad Vending NC LLC - VENDING MACHINE OPERATION; NOT INVESTMENT-RELATED; RALEIGH, NC; 1988; APPROX. 12 HOURS/MO OUTSIDE TRADING HOURS; OPERATING/MANAGING VENDING MACHINES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
| S66 | Uniform Combined State Law Examination | 2001-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-08 |
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