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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-23 |
Branch Locations
8601 Six Forks Road Ste 400, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Management | Raleigh | NC | 05/2000 | Present |
| Coordinated Financial Planning | Raleigh | NC | 05/2000 | Present |
| Triad Advisors, Inc | Norcross | GA | 06/2000 | 08/2024 |
| Osaic Wealth, Inc. | Raleigh | NC | 08/2024 | Present |
1)CAPITAL ASSET MANAGEMENT CORPORATION - RIA 124 MINE LAKE COURT, RALEIGH, NC 27615 IAR- START DATE 05/2000 - 160 HOURS PER MONTH 2)TRIAD ADVISORS - BROKER DEALER 5185 PEACHTREE PKWY - SUITE 280, NORCROSS, GA 30092- REGISTERED REPRESENTATIVE - START DATE 05/2000 - 160 HOURS PER MONTH 3)COORDINATED FINANCIAL PLANNING, INC. - INSURANCE SALES 124 MINE LAKE COURT, RALEIGH, NC 27615 INSURANCE SALES- START DATE 05/2000 - 1 HOUR PER MONTH 4)Capital Asset Management;not investment related;124 Mine Lake Ct,Raleigh,NC 27615;insurance;agent;6/2000;2 hrs/year;0 hrs during trading;sales of life insurance & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-08 |
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