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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
717 Green Valley Road Suite 100, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensboro | NC | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 04/2019 |
| Woodbury Financial Services Inc | Greensboro | NC | 04/2019 | 01/2024 |
| Osaic Wealth, Inc. | Greensboro | NC | 01/2024 | Present |
1. GCG WEALTH MANAGEMENT INC. POSITION: Registered Rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/18/2019 ADDRESS: 717 Green Valley Rd., Suite 100, Greensboro NC 27408, United States DESCRIPTION: Service Securities Clients under DBA name of GCG wealth management and offer fixed annuities and life insurance. 2. DIGNITY HEALTHCARE INC POSITION: Secretary NATURE: Home Health Care INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 6097 Windsor Farme Rd., Summerfield NC 27358, United States DESCRIPTION: This is my mother's company but I have little involvement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-20 |
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