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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-02 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
8606 North Nc Highway 109, Winston-Salem, NC 27107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smitty's Grill | Kernersville | NC | 02/2016 | 02/2017 |
| Carolina Financial Professionals | Winston Salem | NC | 01/2020 | Present |
| Wiser Financial Coaching Llc | Winston Salem | NC | 01/2020 | 07/2020 |
| Triad Advisors,Inc. | Norcross | GA | 12/2015 | 07/2019 |
| Cracker Barrel | Greensboro | NC | 12/2015 | 07/2019 |
| Kanpai | Winston Salem | NC | 07/2019 | 11/2019 |
| Rody'S Tavern | Greensboro | NC | 11/2019 | 03/2020 |
| Wiser Benefit Consultants | Winston Salem | NC | 01/2020 | Present |
| M.S. Howells & Co | Scottsdale | AZ | 03/2020 | Present |
| Wealthcare Advisory Partners Llc Dba Wiser Wealthcare, Inc. | Winston-Salem | NC | 01/2021 | Present |
1) JAN 2020; CAROLINA FINANCIAL PROFESSIONALS, LLC, WINSTON SALEM, NC; NON-INVESTMENT-RELATED; INSURANCE SALES; INSURANCE AGENT AND ADMIN; DEVOTE 10 HRS/MONTH, 5 HRS DURING MARKET HOURS. 2) JAN 2020; WISER BENEFIT CONSULTANTS, WINSTON SALEM, NC; INVESTMENT-RELATED; INVESTMENT SALES; ADMIN; DEVOTE 120 HRS/MONTH DURING MARKET HOURS. 3) MARCH 2020; M.S. HOWELLS & CO; SCOTTSDALE, ARIZONA; NON-INVESTMENT RELATED; ADMIN; 5 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
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