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115 W. State Avenue, High Point, NC 27262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sledge And Company, Pllc | High Point | NC | 05/1992 | Present |
| Capital Investment Group, Inc. | Raleigh | NC | 11/2000 | Present |
| The Wealth Group, Ltd. | High Point | NC | 05/2011 | 05/2025 |
| Sledge And Company Wealth Advisors | High Point | NC | 05/2025 | Present |
1. SLEDGE AND COMPANY ,PLLC. CPA. CPA FIRM PROVIDING ACCOUNTING SERVICES. 115 W. STATE AVENUE, HIGH POINT, NC 27262. SPEND 160 HOURS/MON ON ACTIVITY, WITH >80% DURING TRADING HOURS. NON-INVESTMENT RELATED. STARTED 05/1992. 2. CAPITAL INVESTMENT GROUP, INC. REGISTERED REPRESENTATIVE. BROKER-DEALER. 115 W. STATE AVENUE, HIGH POINT, NC 27262. INVESTMENT-RELATED. STARTED 11/2000. 3. SLEDGE HOLDINGS, LLC., MANAGER. REAL ESTATE BUSINESS/COMMERCIAL OFFICE BUILDING RENTALS. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. 1 HR/MONTH, <1 HR/MONTH DURING TRADING HRS. NON-INVESTMENT RELATED BUSINESS. STARTED 12/2012. 4. INSURANCE AGENT. AGENT PROVIDING INSURANCE SALES AND SERVICING. 115 W. STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2000. 5. C&S TRUST. TRUSTEE FOR TRUST. 115 WEST STATE AVE, HIGH POINT, NC 27262. <1 HR/WK, <1 HR DURING NORMAL TRADING HRS.NON-INVESTMENT-RELATED. STARTED 09/2016. 6. JAMES & PHYLLIS MORGAN IRREVOCABLE LIFE INSURANCE TRUST. TRUSEE FOR TRUST. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2017. 7. SUSAN E. WILSON CHARITABLE REMAINDER UNITRUST. TRUSTEE. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. NON-INVESTMENT RELATED. STARTED 11/2016. 8. SLEDGE AND COMPANY WEALTH ADVISORS, LLC. OWNER OF REGISTERED INVESTMENT ADVISOR. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 30 HR/WK, 30 HR DURING NORMAL TRADING HRS. INVESTMENT RELATED. STARTED 5/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-20 |
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