Best Investors Account Sign in
Current Employers
Physicians Financial Services, Inc.

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-03-28
  • NC RA
    APPROVED
    Since 2017-03-28

Branch Locations

210 Malloy Street Suite 1, Goldsboro, NC 27534 • United States

The Wealth Group, Ltd

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-06-06
  • NC RA
    APPROVED
    Since 2011-06-06

Branch Locations

210 Malloy Street Suite 1, Goldsboro, NC 27534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parker & Parker, Pa Goldsboro NC 07/1976 Present
Capital Investment Group, Inc. Goldsboro NC 09/1999 Present
The Wealth Group, Ltd. Goldsboro NC 05/2011 Present
Physicians Financial Services Goldsboro NC 03/2017 Present
  • 07/1976 → Present
    Parker & Parker, Pa
    Goldsboro, NC
  • 09/1999 → Present
    Capital Investment Group, Inc.
    Goldsboro, NC
  • 05/2011 → Present
    Goldsboro, NC
  • 03/2017 → Present
    Physicians Financial Services
    Goldsboro, NC
Previous Registrations
  • 2006-06-01 → 2011-05-02
    Cic Advisers, Llc
    Goldsboro, NC
Other Businesses

1. PARKER & PARKER, P.A. CPA/TREASURER. CPA FIRM PROVIDING ACCOUNTING SERVICES. 210 MALLOY STREET, STE 1 GOLDSBORO, NC 27534. SPEND 150 HRS/MONTH, WITH >80% OF TRADING HOURS SPENT ON THIS.. NON-INVESTMENT RELATED ACTIVITY. STARTED 1986. 2. CAPITAL INVESTMENT GROUP, INC. - REGISTERED REPRESENTATIVE. BROKER-DEALER. 210 MALLOY STREE SUITE 1, GOLDSBORO, NC 27534. INVESTMENT-RELATED. STARTED 1999. 3. THE WEALTH GROUP, LTD. - INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT ADVISORY FIRM. 210 MALLOY STREET SUITE 1, GOLDSBORO, NC 27534. INVESTMENT-RELATED. STARTED 05/2011. 4. PHYSICIANS FINANCIAL SERVICES. INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT ADVISORY FIRM. 210 MALLOY STREET SUITE 1, GOLDSBORO, NC 27534. INVESTMENT-RELATED. STARTED 03/2017. 5. KS BANK, INC. (AKA KS BANCORP). BOARD CHAIRMAN. COMMERCIAL BANK. 1031 N. BRIGHTLEAF BOULEVARD, SMITHFIELD, NC 27577. SPEND LESS THAN 10 HOURS/MO ON ACTIVITY, <4 HRS/MO DURING TRADING HOURS. NON-INVESTMENT ACTIVITY. STARTED 1997. 6. JAMES THOMPSON TRUST. TRUSTEE FOR TRUST. BANKING, TRUST ACCOUNT, AND ANNUAL REPORTS TO COURT. 210 MALLOY STREET SUITE 1 GOLDSBORO, NC 27534. NON-INVESTMENT RELATED. STARTED 04/2014. 7. JAMES C. PARKER TRUST. TRUSTEE. SELF-DIRECTED TRUST FROM MOTHER'S ESTATE. 210 MALLOY STREET SUITE 1 GOLDSBORO, NC 27534. INVESTMENT RELATED. STARTED 02/2018. 8. WAYNE COMMUNITY COLLEGE FOUNDATION. BOARD OF DIRECTORS. NON-PROFIT FOUNDATION RAISEING MONEY FOR STUDENT SCHOLARSHIPS AND OTHER STUDENT ENRICHMENT ACTIVITIES. WAYNE MEMORIAL DRIVE, GOLDSBORO, NC 27534. 30 HRS/YEAR. NON-INVESTMENT RELATED. STARTED 2019. 9. GOLDPIT PARTNERS, LLC. MANAGER. REAL ESTATE & RESTAURANT (INVEST IN LAND & BUILDINGS) 4172 US HWY 70 EAST GOLDSBORO, NC 27534.1 HR/WK, 1 HR DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. STARTED 9/2019. 9. WILBER'S BARBEQUE. SECRETARY/TREASURER. RESTAURANT & REAL ESTATE. 4172 US 70, GOLDSBORO, NC 27534. NON-INVESTMENT RELATED. STARTED 03/2020. 10. MARY CATHERINE EDMONSON TRUST. TRUSTEE. IRREVOCABLE FAMILY TRUST. 210 MALLOY STREET SUITE 1, GOLDSBORO, NC 27534. INVESTMENT RELATED. STARTED 11/2022. 12. JACKSON FRIDDLE EDMONSON TRUST. TRUSTEE. IRREVOCABLE FAMILY TRUST. 210 MALLOY STREET SUITE 1, GOLDSBORO, NC 27534. INVESTMENT RELATED. STARTED 11/2022. 13. MULTIPLE REAL ESTATE INVESTMENTS. MANAGER FOR THE FOLLOWING REAL ESTATE INVESTMENT ENTITIES: CANADY FAMILY, LLC; WYLIE FORT PARKER FARMS, LLC, THE PINELANDS, LLC, SANDY & HICKORY, LLC, GOLD TIGER, LLC, CHP OF GOLDSBORO, LLC, GREENWOOD SQUARE, LLC; PARTNER FOR PARKER & PARKER PARTNERSHIP, ALSO A REAL ESTATE INVESTMENT ENTITY. NON-INVESTMENT RELATED ACTIVITIES. 14. THE COUNTING HOUSE. OWNER, WIFE'S GIFT SHOP. NON-INVESTMENT RELATED ACTIVITY. STARTED 1981.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-24
S63 Uniform Securities Agent State Law Examination 1999-11-10
  • S65 Uniform Investment Adviser Law Examination
    1999-11-24
  • S63 Uniform Securities Agent State Law Examination
    1999-11-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Goldsboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor