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Jamestown, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Favored Financial Planning | Jamestown | NC | 06/2011 | Present |
1) Sum180, LLC Non-Investment Related Address: 200 York Street Louisville KY 40203 Financial Coaching Business Position: Consultant Start Date: 03/2018 Approximately 3 hours per month, all during securities trading hours Execution of 15-20 minute coaching sessions regarding non-investment-related financial coaching topics 2) Alliance of Comprehensive Planners Non-Investment Related Address: 2601 Iron Gate Drive, Suite 101, Wilmington, NC 2841 Development of financial advisor training materials Position: Consultant Approximately 10 hours per week Development of financial advisor training materials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-15 |
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