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210 Delburg Street Suite 326, Davidson, NC 28036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-19 |
| TX | RA | APPROVED_RES | 2017-12-06 |
Branch Locations
210 Delburg Street Suite 326, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cincinnati | OH | 01/2009 | 11/2016 |
| Granada Wealth Management, Llc | Davidson | NC | 11/2016 | Present |
(1) 01/23/2009 - NON-VARIABLE INSURANCE - TERM LIFE - DISABILITY INSURANCE AGENT. DUTIES INCLUDE MEETING WITH CLIENTS, DETERMINING APPROPRIATE INSURANCE, OBTAINING QUOTES AND DELIVERING APPROPRIATE INSURANCE. - 2% OF TIME - ASHEVILLE, NC. (2) 2/5/2013: TAX PREP/ACCOUNTING/BOOKKEEPING - GRANADA TAX - TAX PREPARATION AND CLIENT REPRESENTATION BEFORE THE IRS. - TIME SPENT 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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