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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-01-02 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballantyne Tax & Finance | Charlotte | NC | 02/2004 | Present |
| Capital Investment Group, Inc. | Raleigh | NC | 12/2006 | Present |
| Cic Advisers, Llc | Charlotte | NC | 12/2006 | Present |
1. BALLANTYNE TAX & FINANCIAL, INC. 2. YES 3.15720 JOHN J. DELANEY DR., STE 300 CHARLOTTE, NC 28277 4. TAX & FINANCIAL PLANNING 5.FOUNDER/OWNER 6. FEB. 2004-PRESENT 7. 170 HOURS 8. YES 9. I AM A CERTIFIED FINANCIAL PLANNER PROVIDING TAX AND FINANCIAL PLANNING SERVICES. 10. I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, DISABILITY AND HEALTH INSURANCE. 11. I ALSO HAVE MY NC REAL ESTATE LICENSE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-07 |
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