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Angier, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Annuity Solutions Llc | Raleigh | NC | 05/2014 | 10/2017 |
| Serpentine Obsessions Llc | Raleigh | NC | 06/2013 | 10/2018 |
| Aris Wealth Management Llc | Raleigh | NC | 07/2005 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2016 | 04/2019 |
| Advisor Training System, Llc | Raleigh | NC | 06/2016 | Present |
| Blackbelt Consulting, Llc | Lafayette | CO | 04/2017 | 07/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2016 | 10/2023 |
| Aris Capital Strategies, Llc | Raleigh | NC | 05/2023 | Present |
| National Annuity Educators, Llc (Subsidiary Of Aris Wealth) | Raleigh | NC | 06/2023 | Present |
1) 07/2005 - PRESENT, ARIS WEALTH MANAGEMENT LLC, OWNER/PRESIDENT 2) 07/2016 - PRESENT, ADVISOR TRAINING SYSTEM, LLC, 7912 CLOVER CREEK CT, RALEIGH NC 27613, OWNER/PRESIDENT, SALES TRAINING CONSULTANT FOR ADVISORS HOURS DEDICATED: 5 HRS/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-25 |
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