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1618 Glenwood Ave, Raleigh, NC 27608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| NC | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Turlington Group, Inc. | Raleigh | NC | 05/1996 | Present |
| White Oak Wealth Partners | Raleigh | NC | 07/2015 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 07/2015 | 12/2021 |
1) INSURANCE AGENT; NOT INVESTMENT-RELATED; 1618 GLENWOOD AVE, RALEIGH, NC 27608; INSURANCE LICENSE DATED 08/2024; 5 HRS/MONTH; 3-5 HRS/MONTH DURING SECURITIES TRADING HOURS; REVIEWS EXISTING POLICIES FOR CLIENTS, CONSULTS WITH EXTERNAL INSURANCE PARTNERS TO ENSURE POLICIES/COVERAGES ARE APPROPRIATE, GENERATES QUOTES FROM CARRIERS, AND MAKES PRODUCT RECOMMENDATIONS WHEN NECESSARY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-12 |
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