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Current Employers
Strategic Advisory Partners

3819 Lawndale Drive, Greensboro, NC 27455 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-08-18
  • NC RA
    APPROVED
    Since 2021-08-18

Branch Locations

3819 Lawndale Drive, Greensboro, NC 27455 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Financial Charlotte NC 05/2014 07/2018
Spartan Planning Group Greensboro NC 07/2018 05/2021
Strategic Advisory Partners, Llc Madison NC 05/2021 Present
  • 05/2014 → 07/2018
    Prudential Financial
    Charlotte, NC
  • 07/2018 → 05/2021
    Greensboro, NC
  • 05/2021 → Present
    Strategic Advisory Partners, Llc
    Madison, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-24
  • S66 Uniform Combined State Law Examination
    2008-05-24
Designations

View on SEC IAPD

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