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5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2024-01-03 |
| LA | RA | APPROVED | 2023-02-27 |
| NC | RA | APPROVED | 2022-07-19 |
Branch Locations
5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh | NC | 08/2013 | 12/2018 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 08/2013 | 07/2022 |
| Glasgow & Associates, Llc | Wilmington | NC | 07/2022 | Present |
1. ARB Family Holdings, Inc. PRINCIPAL, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Personal services company. Non-investment related. STARTED 08/2013. 2 HRS/WK, 0 DURING NORMAL TRADING HRS. ARB Family Holdings, Inc. was formerly known as Masonboro Wealth Management, Inc. 2. LICENSED INSURANCE AGENT, SELF, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Independent Insurance Agent selling various insurance products except for variable annuities. Investment Related. Started 2004. 4 HRS/MONTH. O HRS DURING NORMAL TRANDING HRS. 3. Masonboro Tax Advisors LLC; Not Investment Related; 5815 Oleander Drive, Suite 260, Wilmington, NC 28403; Tax and Accounting Services; Member; Owner; Start: 04/2025; 2-5 hrs/month; 0 hours a month during securities trading hours; Provide tax and accounting services. 4. Quotey, LLC; Managing Member, 5815 Oleander Drive, Suite 260, Wilmington, NC 28403. Online insurance marketplace. Investment Related. Started 2022. 8 HRS/MONTH. O HRS DURING NORMAL TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 2002-12-27 |
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