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1028 Lee-Ann Drive Ne Suite 220, Concord, NC 28025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-10 |
Branch Locations
1028 Lee-Ann Drive Ne Suite 220, Concord, NC 28025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Of The Carolinas | Concord | NC | 04/2008 | Present |
| Brookstone Capital Management | Wheaton | IL | 06/2018 | 10/2025 |
| Wmc Capital Management, Llc | Concord | NC | 02/2024 | Present |
WEALTH MANAGEMENT OF THE CAROLINAS NON INVESTMENT RELATED. 1028 LEE-ANN DRIVE SUITE 220 CONCORD, NC 28025. NATURE OF BUSINESS INSURANCE PRODUCTS. POSITION PRESIDENT. STARTED 01/01/2002. APPOX HOURS PER MONTH 100. O HOURS FOR INVESTMENT/SECURITIES.BUSINESS: SALES AND SERVICE OF FIXED INSURANCE PRODUCTS Lincoln Newton, LLC; Concord, NC; for personal real estate investments. Position: members/managers; This activity accounts for approximately 5% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-26 |
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