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800 Green Valley Rd., Ste 203, Greenboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-28 |
Branch Locations
800 Green Valley Rd., Ste 203, Greenboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colton Groome & Co. | Asheville | NC | 03/2012 | 11/2018 |
| Valmark Securities, Inc. | Akron | OH | 04/2012 | 11/2018 |
| Valmark Advisers, Inc. | Akron | OH | 01/2014 | 11/2018 |
| Colton Groome Financial Advisors, Llc | Asheville | NC | 11/2017 | 11/2018 |
| First Citizens Investor Services | Raleigh | NC | 06/2020 | 09/2024 |
| First Citizens Bank | Greensboro | NC | 11/2018 | 09/2024 |
| Piedmont Capital Management | Greensboro | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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