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293 Olmsted Blvd Suite 11B-4, Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-10-10 |
Branch Locations
293 Olmsted Blvd Suite 11B-4, Pinehurst, NC 28374 • United States
108 N Hancock Street, Rockingham, NC 28379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rockingham | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rockingham | NC | 11/2016 | 10/2018 |
| Reliant Investment Partners, Llc | Pinehurst | NC | 10/2018 | Present |
1. Mayor, City of Rockingham, NC, Beginning 12/14/2021, Appx 5 hrs/week, occasionally during trading hours. // 2. EXECUTOR FOR THE Estate of James Watkins, INV RELATED, START 2023, 5 HOURS PER MONTH // 3. Has his JD. Occasionally does minor attorney work such as creating Wills and Powers of Attorney. This is not often and takes only a few hours of his time each year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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