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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-17 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
3709 W. Jetton Ave Ste 201, Tampa, FL 33629 • 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 |
|---|---|---|---|---|
| Low Load Ins Services | Tampa | FL | 07/2003 | Present |
| Proequities, Inc | Tampa | FL | 08/2005 | 06/2018 |
| Capital Investment Group, Inc. | Raleigh | NC | 06/2018 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 06/2018 | Present |
1. LOW LOAD INSURANCE SERVICES, INC. DBA LLIS. PRESIDENT AND CEO. 3709 W. JETTON AVE, STE 201, TAMPA, FL 33629. STARTED 2003. INVESTMENT RELATED. AGENT - SALE OF INSURANCE, DISABILITY, LONG TERM CARE AND ANNUITIES. >40 HRS PER WEEK, ALL DURING NORMAL TRADING HOURS. 2. AMERITAS LIFE INSURANCE COMPANY. EXTERNAL WHOLESALER FOR LIFE AND ANNUITIES. 5900 O STREET, LINCOLN, NE 68510. WHOLESALER OF NO-LOAD ANNUITIES AND LIFE INSURANCE TO FEE ONLY RIAS AND THEIR CLIENTS. HAS WORKED WITH AMERITAS SINCE PRIOR TO 2000. NOT INVESTMENT RELATED. 2 HRS/WEEK, 2 DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-09 |
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