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Carolina Wealth Management, Inc. CRD 131393
$798M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1706-A East Arlington Blvd., Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| NC | RA | APPROVED | 2016-04-20 |
Branch Locations
1706-A East Arlington Blvd., Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Wealth Management, Inc | Greenville | NC | 04/2004 | Present |
DAVID DAMM INDEPENDENT INSURANCE AGENT 3604 CANTATA DR GREENVILLE, NC 27858 OFFERING LIFE AND HEALTH INSURANCE PRODUCTS. TYPICALLY TERM LIFE FOR 1 HOUR PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-20 |
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