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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
430 Davis Drive Suite 110, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas, Stout, Stuart, Core & Stuart | Burlington | NC | 12/1981 | Present |
| Lincoln Financial Advisors Corp | Burlington | NC | 02/2001 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1) STOUT STUART MCGOWEN & KING LLP 1233 S. CHURCH ST. BURLINGTON, NC 27216 CATEGORY: CPA INVESTMENT-RELATED: NO TITLE: PARTNER DUTIES: OFFERING CPA SERVICES. START DATE:12/81 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 130 2)RANDALL KING 1233 S. CHURCH ST. BURLINGTON, NC 27216 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE. START DATE: 01/07 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-08 |
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