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110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-09-16 |
Branch Locations
110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-01 |
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