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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-31 |
| IN | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2023-02-16 |
| NY | RA | APPROVED | 2022-11-14 |
| FL | RA | APPROVED | 2022-06-06 |
| SC | RA | APPROVED | 2021-04-16 |
| CA | RA | APPROVED | 2021-02-23 |
| MD | RA | APPROVED | 2021-01-25 |
| OH | RA | APPROVED | 2021-01-21 |
| NC | RA | APPROVED | 2017-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holderness Investments Co | Greensboro | NC | 04/2011 | 05/2017 |
| The Leaders Group Inc | Littleton | CO | 03/2013 | 02/2017 |
| Intercarolina Financial Services | Greensboro | NC | 02/2017 | 05/2019 |
| Intercarolina Financial Services, Inc. | Greensboro | NC | 02/2017 | 05/2017 |
| Adaptfirst Investments Llc | Kernersville | NC | 05/2017 | Present |
Insurance Business (2004) - non-investment - Life, disability, long term care sales (<1 hr/mo) Society for Financial Service Professionals (2011) - non-investment - President (4hr/mo) CFA Society - (2013) - non-investment - Member (1hr/mo) Annuity Service (2020) - investment - Forms processing (1hr/mo) Musician (2018)- non-investment - Bass player (15hr/mo) Axe Star LLC - Throwing Range and Bar - Co-Owner - non-investment (3 hr/mo) Tax Preparation - Joe Wright CPA - Tax Preparer - non-investment - (15 hr/mo)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-30 |
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