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514 Queensferry Rd., Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-11-24 |
Branch Locations
1125 Kildaire Farm Road Suite 205, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wyatt Financial L.L.C. | Cary | NC | 09/2008 | Present |
| Wyatt Family Office, L.L.C. | Cary | NC | 03/2020 | Present |
| Jim K Wyatt Cpa | Cary | NC | 11/1997 | 01/2020 |
Name: Wyatt Family Office, L.L.C. Investment related: No Address:Cary, NC Start: 2020 Nature: providing tax and planning services. Title: Owner/Tax Prep Mr. Wyatt will spend up to 30% of his time on his tax and planning practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-28 |
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