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1001 Conference Drive Suite A, Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
Branch Locations
1001 Conference Drive Suite B, Greenville, NC 27858 • United States
1001 Conference Drive Suite A, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Greenville | NC | 03/2014 | 09/2019 |
| Raymond James Financial Services, Inc. | Greenville | NC | 09/2019 | 07/2026 |
| Raymond James Financial Services Advisors Inc. | Greenville | NC | 09/2019 | 07/2026 |
| Hoyt Family Wealth Management, Llc | Greenville | NC | 03/2014 | Present |
| H.L. Ormond & Company, Llc | Greenville | NC | 07/2026 | Present |
Independent Licensed Insurance Agent; Investment Related; Greenville, NC.; Insurance; Licensed Insurance Agent; Start Date: 2000; Less than 2 hours per year, less than 2 hours per year during trading hours; Used to renew/move clients' fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-13 |
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