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2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-05 |
| NC | RA | APPROVED | 2022-07-15 |
Branch Locations
2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altrius Capital Management | New Bern | NC | 10/2010 | 05/2018 |
| Bluesky Wealth Advisors, Llc | New Bern | NC | 06/2022 | Present |
| The Epiphany School.OF Global Studies | New Bern | NC | 05/2018 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-15 |
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