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7 Corporate Center Court, Suite B, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-08-10 |
| PA | RA | APPROVED | 2017-07-18 |
| NC | RA | APPROVED | 2017-06-28 |
Branch Locations
7 Corporate Center Court, Suite B, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 01/2009 | 06/2017 |
| Olde Towne Financial Management Company | Greensboro | NC | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-22 |
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