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110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-14 |
| NC | RA | APPROVED | 2009-09-18 |
Branch Locations
110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Rock Wealth Management | Winston-Salem | NC | 09/2009 | 01/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2024 |
| Three Magnolias Financial Advisors | Winston Salem | NC | 01/2022 | Present |
| Private Client Services | Winston-Salem | NC | 06/2024 | Present |
1) Eye Candy Aviation. 400 E Bay St, Suite 2009, Jacksonville, FL 32202. Consultant to an aviation related business. Independent consultant. 10 hrs/mo; 0-10 during trading hrs. Not investment related. 2) Whiskey Romeo 1, LLC. 400 E Bay St, Suite 2009, Jacksonville, fL 32202. Airplane Ownership, management and block time leasing. Owner of the LLC. 10 hrs/mo; 0-10 during trading hrs. Not investment related. 3) Three Magnolias Financial Advisors. 110 Oakwood Drive, Suite 480, Winston Salem, NC 27103. RIA. 150 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-20 |
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