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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-21 |
Branch Locations
2860-E Ward Blvd, Wilson, NC 27893 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilson | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilson | NC | 11/2016 | 04/2017 |
| Capital Investment Group, Inc. | Raleigh | NC | 04/2017 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 04/2017 | Present |
| Monaghan Wealth Management | Wilson | NC | 04/2017 | Present |
1. RIVERLAB FARMS, LLC. MANAGER. 5650 THOMPSON CHAPEL CHURCH RD, WILSON, NC 27896. FARM LAND OPERATION AND TIMBER MANAGEMENT. 0-2 HRS/WEEK, 0 DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 2. KELBO FARMS, LLC. MANAGER. 5650 THOMPSON CHAPEL CHURCH RD, WILSON, NC 27896. FARM LAND OPERATION AND TIMBER MANAGEMENT. 0-2 HRS/WEEK, 0 DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 3. BRENTWOOD OFFICE PARK POA. TREASURER AND SECRETARY. 2860 WARD BLVD, STE E, WILSON, NC. TREASURER ROLE INCLUDES COMPENSATING SERVICE PROVIDERS OF THE OFFICE PARK AND MAINTAINING A BANK ACCOUNT. SECRETARY ROLE INCLUDES COMMUNICATING INFORMATION TO THE BOARD AS NEEDED. STARTED 4/2021. 1 HR/WK, 0 HR DURING NORMAL TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-17 |
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