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Cary, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2024-10-24 |
| MD | RA | APPROVED | 2024-10-21 |
| VA | RA | APPROVED | 2024-10-18 |
| NC | RA | APPROVED | 2024-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cary | NC | 02/2010 | 10/2024 |
| The Pinnacle Financial Group | Cary | NC | 11/2021 | 10/2024 |
| Lpl Financial Llc | Cary | NC | 02/2010 | 01/2022 |
| Independent Insurance Agent | Cary | NC | 02/2010 | Present |
| Flagship Wealth Management Group, Llc | Cary | NC | 10/2024 | Present |
1) 02/22/2010 - INVESTMENT RELATED - INDEPENDENT INSURANCE AGENT - SELLING FIXED INSURANCE PRODUCTS / 25% OF TIME SPENT. 2) 01/26/2012 - NOT INV REL - REAL ESTATE RENTAL / RENTING 1 TOWNHOUSE. NONE OF THE RENTERS ARE CUSTOMERS OR ADVISORS OF ANOTHER FINANCIAL INSTITUTION. / 5% OF TIME SPENT. 3) 04/22/2016; NO BUSINESS NAME; Real Estate Rental; NOT INV REL;AT REPORTED BUSINESS LOCATION(S); START DATE 04/18/2016; Timeshare rental of Disney's Vacation Club property; 1 HR/MO; 0 HRS DURING SECS TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-23 |
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