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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
717 Green Valley Road Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensboro | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 04/2019 |
| Woodbury Financial Services Inc | Greensboro | NC | 04/2019 | 01/2024 |
| Osaic Wealth, Inc. | Greensboro | NC | 01/2024 | Present |
1. GCG WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Advisor group affiliated with OSJ. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/18/2019 ADDRESS: 717 Green Valley Rd, Greensboro NC 27408, United States DESCRIPTION: Financial advisor. 2. ROBERT C CRAVEN III - FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: NA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 717 Green Valley Rd, Greensboro NC 27408, United States DESCRIPTION: Sales and service of fixed insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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