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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-03-21 |
| NC | RA | APPROVED | 2013-02-19 |
Branch Locations
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.E. Scheil & Associates, Inc. | Cary | NC | 11/2012 | 11/2016 |
| Cardinal Retirement Planning, Inc. | Durham | NC | 01/2013 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 07/2013 | Present |
| Insurance Advisor Associates, Inc. | Durham | NC | 09/2017 | 05/2021 |
| Cardinal Retirement Planning, Inc. | Durham | NC | 11/2016 | Present |
| H.E. Scheil & Associates | Durham | NC | 11/2016 | 05/2021 |
| Cardinal Retirement Planning, Inc. | Durham | NC | 01/2018 | Present |
| Insurance Advisor Associates, Inc. | Durham | NC | 01/2018 | 05/2021 |
| Damis, Inc. | Durham | NC | 05/2021 | Present |
| William B. Clark, Cfp Cpa | Coral Springs | FL | 03/2022 | Present |
1) DAMIS, INC.; INVESTMENT RELATED; DURHAM, NC; OWNER/INSURANCE AGENT; FIXED INSURANCE SALES; STARTED 05/2021; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS ACTIVITY. 2) WILLIAM B. CLARD, CFP CPA; NOT INV RELATED; CORAL SPRINGS, FL; TAX PREPARER/ASSISTANT; START 03/2022; APPROXIMATELY 5% OF TIME IN THIS BUSINESS ACTIVITY. 3)DURHAM COMMUNITY LAND TRUSTEES; NO; DURHAM, NC; NON-PROFIT; BOARD MEMBER; 11/2022; 5/MO; 0/ MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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