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100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-01-25 |
Branch Locations
100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Jones Cpa | Greensboro | NC | 01/1982 | Present |
1) CHRISTOPHER JONES CPA,YES, 100. E. LAKE DR. GREENSBORO,NC 27403, PUBLIC ACCOUNTING,OWNER, 100HRS, 60HRS. ACCOUNTING. CAROLINA FINANCIAL ADVISORS, ADDRESS SAME AS ABOVE,INVESTMENT ADVISORY FIRM,FEE BASED, OWNER,60HRS PER MONTH. RETIREMENT PLAN MANAGEMENT, INC.MAJORITY OWNER,ADDRESS SAME AS ABOVE,INVESTMENT ADVISORY FIRM,FEE BASED, 60HRS PER MONTH. 2) Surf City Storage, LLC; Is the business investment related: No; Location of the business: 23275 US 17 S Hampstead NC 28443 USA; o Description of the business: Storage units ; Position Title: Member; Responsibilities Duties: Management consultations/accounting ; Start date with business: 2025-05-15; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes; 3) Self Storage, LLC; Is the business investment related: No; Location of the business: 16700 US Hwy 17 N Hampstead NC 28443 US; Description of the business: Storage Units; Position Title: Member; Responsibilities Duties: Management Consulting/Accounting; Start date with business: 2016-01-10; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: Yes;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-11 |
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