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100 East Six Forks Road, Suite 250, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-18 |
Branch Locations
100 East Six Forks Road, Suite 250, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisers, Inc. | Raleigh | NC | 09/2004 | Present |
| Capital Investment Group, Inc. | Raleigh | NC | 09/2004 | 04/2024 |
Solo legal and consultancy work; life, accident, health, Medicare Supplement, and LTC licensing in NC--an occasional sale of a non-investment offering; and real estate license in NC (inactive). I am the sole owner of these non-investment related businesses and spend less than five (5) hours per month with none of those hours during trading hours. These businesses began in excess of ten (10) years ago. The address for these businesses is my primary residence--809 Pierce Avenue, Mount Holly, NC 28120. I have specifically excluded my personal investing, philanthropic, and board or committee service.
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