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100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| FL | RA | APPROVED | 2025-07-02 |
| NC | RA | APPROVED | 2017-07-21 |
Branch Locations
100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Greensboro | NC | 02/2009 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Greensboro | NC | 02/2009 | 06/2017 |
| Property & Casualty Agency | Greensboro | NC | 02/2011 | Present |
| The Poland Group | Greensboro | NC | 03/2011 | Present |
| Beacon Capital Advisors | Greensboro | NC | 08/1999 | 11/2016 |
| Dries Poland Insurance | Greensboro | NC | 02/2011 | Present |
| Carolina Financial Advisors, Inc. | Greensboro | NC | 06/2017 | Present |
1.PROPERTY & CASUALTY AGENCY - GREENSBORO, NC. OWNER/AGENT. STARTED 02/04/2011. 8 HOURS WEEKLY, 2 DURING TRADING HOURS. 2.Kingdom Vision Financial, Inc. dba Dries Poland Insurance; investment related: Yes; Location of the business: 100 East Lake Drive Greensboro, NC 27403; Description of the business: Insurance Agency ; Position Title: President/Owner; Responsibilities Duties: Insurance sales and supervision ; Start date with business: 2009-02-02; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
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