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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
232 N Second Street, Albemarle, NC 28001 • United States
Pineville, NC • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberts Financial Group | Southern Pines | NC | 02/2012 | 11/2024 |
| Principal Securities Inc | West End | NC | 03/2016 | 09/2024 |
| Pruco Securities, Llc | High Point | NC | 09/2024 | 11/2024 |
| The Prudential Insurance Company Of America | High Point | NC | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | High Point | NC | 11/2024 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
Roberts Financial Group Position: Agent Nature: Insurance Investment Related: Yes Hours: 15 Securities Trading Hours: 10 Start Date: 6/26/2001 Address: 13839 Jacks Lane Pineville, NC 28134 Description: Sales and service of fixed life, fixed annuities and disability income insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-23 |
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