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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Igrad | Cardiff By The Sea | CA | 11/2009 | 05/2023 |
| Thrivecap Llc | Cary | NC | 06/2023 | Present |
| Bsg Advisers | Apex | NC | 09/2024 | 12/2025 |
| Bsg Advisers | Apex | NC | 12/2025 | Present |
(1) NAME: n/a; INV REL: Yes; ADDRESS: 56 HUNTER STREET, STE 230, APEX, NC 27502; NATURE: Sale of life, disability,long-term care, andrelated insurance products; POSITION: Sole Prop; START DATE: 01/2025; HR/MO DURING TRADING: 10;HR/MO OUTSIDE OF TRADING: 5;DUTIES: Sales (2)NAME: n/a; INV REL: No; ADDRESS: 1801 JENKS CARPENTER ROAD, CARY, NC 27519; NATURE: Marketing Consulting; POSITION: Sole Prop; START DATE: 06/2023; HR/MO DURING TRADING: 10;HR/MO OUTSIDE OF TRADING: 5;DUTIES: Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
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