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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-23 |
Branch Locations
4208 Six Forks Road Suite 1000, Raleigh, NC 27609 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • 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 |
|---|---|---|---|---|
| Premier Financial Services | Clayton | NC | 09/2014 | 07/2020 |
| Premier Financial Services Of North Carolina, Llc | Clayton | NC | 11/2015 | 07/2020 |
| Gradient Investments, Llc | Arden Hills | MN | 02/2018 | 07/2020 |
| Amerity Financial | Clayton | NC | 04/2022 | 12/2023 |
| Beacon Global Advisor Network, Llc | Clayton | NC | 04/2022 | 12/2022 |
| Time Off From Workforce | Clayton | NC | 08/2020 | 03/2022 |
| Amerity Wealth Management, Llc | Stuart | FL | 01/2023 | 12/2023 |
| Altitude Capital Management Llc | Raleigh | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
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