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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-12-06 |
Branch Locations
603 Dolley Madison Ave Suite 200, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Greensboro | NC | 07/2014 | 09/2016 |
| Davenport, Marvin , Joyce & Co, Llp | Greensboro | NC | 01/2014 | 10/2018 |
| Strategic Blueprint, Llc | Atlanta | GA | 11/2018 | Present |
| Hutchinson Family Offices, Llc | Greensboro | NC | 11/2018 | 11/2024 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 11/2018 | 02/2021 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 02/2021 | Present |
| Gencrest Capital Partners | Greensboro | NC | 11/2024 | Present |
-1- GENCREST CAPITAL INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200, GREENSBORO, NC 27455. DBA FOR FINANCIAL SERVICES, TAX SERVICES. START DATE: 11/31/2024 DIRECTOR OF FINANCIAL PLANNING. DEVOTE 160 HRS A MONTH TO ACCOUNTING AND 160 HRS. A MONTH DURING TRADING HRS. OVERSEE TAX SERVICES, MEETING WITH ADVISORY CLIENTS AND ASSISTING WITH OFFICE SERVICES. -2- Name: COMMUNITY FOUNDATION OF GREATER GREENSBORO Position: Board Member (non-paid) Nature: Local/Regional Community Foundation Investment Related: No Hours: 2/ Securities Trading Hours: 2 Start Date: 11/1/2022 Address: 301 N. Elm St., Ste 100, Greensboro, NC , 27401, United States Description: Monthly Board meetings and participation on the Professional Advisors Committee -3- BUSINESS OWNER EXIT PLANNING Not Investment Related. 603 Dolley Madison Rd, Ste 200, GREENSBORO, NC 27410. Nature: Offering business owner exit planning strategy services paid by consultation fee, either hourly, by engagement or monthly retainer. Description: Working with business owners in anticipation of their exit or sale of the business to help them better prepare the business for their exit and coordinating this with their personal financial planning needs Start Date: 01/2026. 5 hours/month, 5 During Trading Position: Independent Contractor -4- Name: INSURANCE SALES Position: Independent Contractor Nature: Insurance sales - Life insurance, disability insurance, annuities, long-term care insurance Investment Related: Yes Hours: 1/ Securities Trading Hours: 1 Start Date: 01/01/2023 Address: 603 Dolley Madison Road, Suite 200, Greensboro NC 27410, United States Description: May sell insurance products as part of my financial planning practice. -5- DIVORCE EXPERT WORK NOT INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200, GREENSBORO, NC 27455. HOURLY or ENGAGEMENT DIVORCE WORK, EXPERT COURT TESTIMONY OR MEDIATION PARTICIPATION, USING CPA CREDENTIALS INDEPENDENT CONTRACTOR. START DATE: 11/2021. 5 HOUR PER MONTH,5 DURING TRADING. UPON REQUEST, PROVIDE EXPERT TESTIMONY RELATED TO ADVANCED TAX MATTERS. -6- GREENSBORO ESTATE PLANNING COUNCIL 603 DOLLEY MADISON RD. STE 200, GREENSBORO, NC 27410 INVESTMENT RELATED: NO START DATE; 09/01/2026 POSITION: TREASURER DUTIES: FINANCIAL TRANSACTIONS NATURE: GREENSBORO ESTATE PLANNING COUNCIL IS A NON-PROFIT PROFESSIONAL ORGANIZATION AFFILIATED WITH THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS PROVIDING NETWORKING AND EDUCATION OPPORTUNITIES FOR PROFESSIONALS ACTIVELY ENGAGED IN ESTATE PLANNING FOR THEIR CLIENTS. APPROXIMATE NUMBER OF HOURS PER MONTH: 2 APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-22 |
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