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8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-01-05 |
Branch Locations
8601 Six Forks Road Suite 400, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Wealth Management, Inc. | Raleigh | NC | 01/2017 | Present |
| Compass Surgical Partners, Llc | Raleigh | NC | 04/2016 | Present |
(1) 2016-Present: Compass Surgical Partners, LLC/Not investment related/Raleigh, NC/Healthcare Consulting/Vice President/Involves 80% or more time each month, including during traditional business hours.//(2) 2012-Present: Insurance agent/Insurance related/Raleigh, NC/Independent licensed insurance agent/Involves 10% or less time per month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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