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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-29 |
Branch Locations
703 Green Valley Road Suite 201, Greensboro, NC 27408 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Greensboro | NC | 12/2001 | 05/2019 |
| Dmj & Co., Pllc | Greensboro | NC | 07/1978 | Present |
| Dmj Wealth Advisors, Llc | Greensboro | NC | 05/2019 | 04/2021 |
| Dmj Wealth Advisors, Llc | Greensboro | NC | 12/2001 | 04/2021 |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 09/2021 | Present |
1. DMJ Properties of Greensboro, LLC. Position: Passive Partner. Nature: Commercial real estate. Investment related: No. Number of hours: 1 hour per week. Hours spent during trading hours per week: 1 per week. Start date: 10/1986. Greensboro, NC. Description: LLC that owns commercial real estate 2. DMJ Wilmington Properties, LLC. Position: Passive Partner. Nature: Commercial real estate. Investment related: No. Number of hours: 1 hour per week. Hours spent during trading hours per week: 0 per week. Start date: 02/2021. Greensboro, NC. Description: LLC that owns commercial real estate 3. DMJ & Co., PPLC. Position: Partner. Nature: CPA Firm. Investment related: No. Number of hours: 40+ per week. Number of hours during trading hours: 40+ per week. Start date: 11/1984. Greensboro, NC. Description: CPA Firm. 4.NOAH'S ARK INVESTMENT CLUB,NOT INVESTMENT RELATED, BOOKKEEPING AND TAX RETURN PREPARATION, PARTNER,STARTED 10/1/79, 5 HRS/MO. Greensboro, NC. 5. Greensboro Urban Ministry. Position: Finance Committee. Nature: NPO 501c3. investment related: No. Number of hours: 1 hour per week. Hours spent during trading hours per week: 1 per week. Start date: 7/2021. Greensboro, NC. Description: Finance committee duties for a 501c3. 6. Community Foundation of Greater Greensboro. Position: Finance Committee. Nature: NPO 501c3. investment related: No. Number of hours: 1 hour per week. Hours spent during trading hours per week: 1 per week. Start date: 7/2021. Greensboro, NC. Description: Finance committee duties for a 501c3. 7. Forge. Position: Treasurer. Nature: NPO 501c3. investment related: No. Number of hours: 2 hour per week. Hours spent during trading hours per week: 2 per week. Start date:04/2019. Greensboro, NC. Description: Board duties for a 501c3. 8. Arts Greensboro. Position: Treasurer. Nature: NPO 501c3. investment related: No. Number of hours: 2 hour per week. Hours spent during trading hours per week: 2 per week. Start date:07/2019. Greensboro, NC. Description: Board duties for a 501c3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-13 |
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