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Current Employers
Three Magnolias Financial Advisors

110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2008-09-16
  • NC RA
    APPROVED
    Since 2008-09-16

Branch Locations

110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 06/2024
Three Magnoias Financial Advisors Winston Salem NC 02/2009 Present
Private Client Services Winston-Salem NC 06/2024 Present
  • 01/2013 → 06/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2009 → Present
    Three Magnoias Financial Advisors
    Winston Salem, NC
  • 06/2024 → Present
    Private Client Services
    Winston-Salem, NC
Previous Registrations
Other Businesses

1) Three Magnolias Financial Advisors. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Advisory business. Principal and investment advisor representative. 150 hrs/mo; 150 during trading hrs. Invetment related. 2) Boonville United Methodist Church. 116 N Carolina Ave, Boonville, NC 27011. Local congregation of United Methodist Church. Youth Leader. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) Fixed Insurance with various companies. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Fixed insurance. Insurance agent. 1 hr/mo; 1 during trading hrs. Not investment related. 4) Reynolda Rotary Club. 3331 Union Knoll Drive, Winston-Salem, NC 27107. Rotary is a global network of 1.4 million neighbors, friends, leaders and problem-solvers who see a world where people unite and take action to create lasting change- across the globe, in our communities, and in ourselves. Member and serve on the membership committee. 4 hrs/mo; 4 during trading hrs. Not investment related. 5) Blue Rock Wealth Management dba Three Magnolias Financial Advisors. 110 Oakwood Drive, Ste 480, Winston-Salem, NC 27103. Owner. 40 hrs/mo; 40 during trading hrs. Not investment related. 6) Shallowford Foundation. 3540 Clemmons Rd, PO Box 567, Clemmons, NC 27012. Community Foundation. Serve on the board and the investment committee. 1 hr/mo; 0 during trading hrs. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-01
  • S66 Uniform Combined State Law Examination
    2003-11-01
Designations
Other Names
  • Jennifer Mae Wingler

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