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3993 Sunset Avenue, Rocky Mount, NC 27804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-23 |
| RI | RA | APPROVED | 2020-12-23 |
Branch Locations
Middletown, RI • United States
3993 Sunset Avenue, Rocky Mount, NC 27804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 05/2015 | 04/2017 |
| Mercer Global Advisors Inc. | Fairfield | CT | 04/2017 | Present |
| Whitener Capital Management, Inc. | Rocky Mount | NC | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
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