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7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-05-21 |
Branch Locations
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Scottsdale | AZ | 04/2011 | 10/2016 |
| Patriot Wealth, Inc./Retirement Wealth Advisors | Raleigh | NC | 10/2016 | 08/2017 |
| Bb&T | Raleigh | NC | 08/2017 | 03/2019 |
| Global Strategic Investment Solutions, Llc | Durham | NC | 04/2019 | Present |
| Global Strategic Investment Solutions, Llc | Durham | NC | 01/2025 | Present |
Matthew Underwood, Investment-Related, 1704 Hemlock Hill Dr, Durham, NC 27703, Limited Agent, Start Date: 01/2015, Hours Dedicated: Less than one hour per month (0 hours during trading hours), Duties: Limited Agent on family retirement accounts to rebalance and structure withdrawal and addition of funds based on needs of the family member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-03 |
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