Eric David Mattinson

Current Employers

Employment History

• 08/2012 → 08/2021
  Semmax Financial Advisors, Inc.
  Greensboro, NC
• 08/2021 → Present
  Twin City Private Wealth, Llc F/K/A Dogwood Wealth Advisors, Llc
  Winston-Salem, NC

Previous Registrations

• 2013-01-15 → 2021-09-17
  Semmax Financial Advisors, Inc.
  Winston-Salem, NC
• 2011-01-27 → 2012-08-03
  Truist Investment Services, Inc.
  Winston-Salem, NC
  Winston-Salem, NC
• 2008-02-12 → 2010-10-26
  Wells Fargo Clearing Services, Llc
  Greensboro, NC
  Winston Salem, NC
  High Point, NC

Other Businesses

(1) Twin City Private Wealth Insurance Services, LLC; (2) Investment-related; (3) 301 N. Main Street, Suite 1902, Winston-Salem, NC 27101; (4) Insurance sales; (5) Owner and licensed insurance agent; (6) September 2021; (7) Approximately 40 hours per month (all during securities trading hours); (8) Recommend and sell insurance and other products. (1) American Financial Education Alliance; (2) Investment-related; (3) 349 Copperfield Blvd. NE, STE L #106, Concord, NC 28025; (4) Financial education; (5) Instructor; (6) March 2025; (7) Approximately 10 hours per month (including 6 hours during securities trading hours); (8) Teach financial education courses to members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-11
• S63 Uniform Securities Agent State Law Examination
  2007-10-31

Other Names

• Eric Mattinson