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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-09-01 |
Branch Locations
8536 Foxbridge Drive, Weddington, NC 28104 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Weddington | NC | 08/1995 | 08/2018 |
| Capital Investment Group, Inc. | Raleigh | NC | 08/2018 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 08/2018 | Present |
6/2/2017 - Crown Wealth & Insurance Planning - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 05/20/2017 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-27 |
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