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29 School Street, Lebanon, NH 03766 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| VT | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2025-03-20 |
| MO | RA | APPROVED | 2024-12-16 |
| NH | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2024-12-16 |
Branch Locations
50 Cemetery Street Suite 100, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsec Financial Management Inc. | Asheville | NC | 08/2013 | 02/2021 |
| Refocus Financial Planning | Winston Salem | NC | 02/2021 | 12/2024 |
| Comprehensive Planning Associates, Inc. | Lebanon | NH | 12/2024 | Present |
1) Rental Properties Owned (Oak Crest Management LLC, DJSJ Management, LLC, Idlewilde Homes, LLC) 2) Yes 3 Winston-Salem, NC 4) Real Estate Rental 5) Owner 6) 8/2007 7) 1 hr/month 8) 0 hrs/month 9) Manage financials, communication with tenants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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