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1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
| NC | RA | APPROVED | 2019-09-05 |
Branch Locations
1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Insurance Group, Inc | Burlington | NC | 05/2002 | Present |
| Lincoln Financial Securities Corporation | Burlington | NC | 11/2014 | 08/2019 |
| Provident Wealth Management, Inc | Burlington | NC | 08/2019 | Present |
| Crossharbour Partners, Llc | Burlington | NC | 07/2018 | Present |
| Gulfstream Capital Partners, Inc | Burlington | NC | 06/2005 | Present |
| Meritage Holdings, Llc | Cheyenne | WY | 07/2026 | Present |
1. - PROVIDENT INSURANCE GROUP,INC 1225 HUFFMAN MILL RD., BURLINGTON, NC CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, GROUP BENEFITS, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 5/2002 HOURS PER MONTH: 80/80 DURING TRADING HOURS HOURS PER MONTH DURING TRADING HOURS: 40 2. GULFSTREAM CAPITAL PARTNERS, INC, 502 OAKLAND DRIVE, BURLINGTON, NC CATEGORY: REAL ESTATE BROKERAGE. INVESTMENT-RELATED: YES TITLE: CO-OWNER/VICE PRESIDENT DUTIES: BOOKKEEPER. START DATE: 6/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 3. CROSSHARBOUR PARTNERS, LLC; NOT INVESTMENT RELATED; 1225 HUFFMAN MILL RD., SUITE 203; MANAGING MEMBER AND CONSULTANT FOR NON QUAL. DEFERRED COMPENSATION STRATEGIES WITH ATTORNEYS AND CPAS. 15 HRS PER MONTH/15 HRS DURING TRADING HOURS 4. MERITAGE HOLDINGS, LLC; NOT INVESTMENT-RELATED; 1908 THOMES AVE, CHEYENNE, WY 82001; HOLDING COMPANY; Managing Member; 07/2026; 5HRS PER MONTH; NONE DURING TRADING HOURS; MANAGEMENT AND ADMINISTRATIVE DUTIES INCLUDING BANKING, BOOKKEEPING, AND INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
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