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2500 Regency Parkway, Cary, NC 27518 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2016-02-19 |
| NC | RA | APPROVED | 2015-12-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Artifex Advisory Group, Inc. | Apex | NC | 09/2015 | Present |
| Sole Proprietor | Apex | NC | 09/2013 | Present |
Name: Sole Proprietor Investment related:Yes Address:Apex, NC Nature: Insurance Position:Insurance Agent Start date:09/2013 Approx. hours per month: 10 During securities hours: 5 Duties: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-01 |
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