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1450 Environ Way, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Wealth Advisors, Llc (Founders Financial Alliance, Llc) | Chapel Hill | NC | 09/2016 | 11/2024 |
| Homemaker/Stay-At-Home Mom | Durham | NC | 04/2007 | 09/2016 |
| Lpl Financial, Llc | Raleigh | NC | 09/2016 | 11/2024 |
| Hamilton Point Investment Advisors, Llc | Chapel Hill | NC | 12/2024 | Present |
| Asset Insure, Inc. | Raleigh | NC | 11/2020 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
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