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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2024-09-20 |
| MD | RA | APPROVED | 2024-07-23 |
| VA | RA | APPROVED | 2024-06-15 |
| TX | RA | APPROVED | 2022-05-19 |
| CA | RA | APPROVED | 2022-04-12 |
| NC | RA | APPROVED | 2018-09-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Raleigh | NC | 12/2013 | 08/2018 |
| Mml Investors Services | Raleigh | NC | 01/2014 | 08/2018 |
| Business-Owner Strategies Group, Llc | Apex | NC | 08/2018 | Present |
| Intelligent Insights, Inc. | Apex | NC | 11/2020 | Present |
(1) NAME: n/a; INV REL: Yes; ADDRESS: 113 Tayberry Ct, Holly Springs, NC 27540; NATURE: Sale of life, disability, long-term care, and related insurance products.; POSITION: Sole Prop; START DATE: 07/2010; HR/MO DURING TRADING: 20; HR/MO OUTSIDE TRADING: 10; DUTIES: Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-20 |
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