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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-14 |
Branch Locations
301 N. Laurel Street, Springfield, GA 31329 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Financial Group | Springfield | GA | 04/2022 | Present |
| Capital Investment Group, Inc | Raleigh | NC | 10/2022 | 02/2025 |
| Unemployed | Spring | TX | 04/2020 | 11/2020 |
| Kendra Scott | Spring | TX | 12/2020 | 04/2022 |
| J. Crew | Houston | TX | 04/2019 | 04/2020 |
| J. Crew | Houston | TX | 01/2019 | 04/2019 |
| J. Crew | Knoxville | TN | 07/2017 | 12/2018 |
| Knox County Board Of Education | Knoxville | TN | 08/2016 | 07/2017 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 01/2025 | Present |
| Capital Investment Group, Inc | Raleigh | NC | 02/2025 | Present |
1) INSURANCE AGENT; INVESTMENT RELATED; VISION FINANCIAL GROUP, 5877 HWY 21 S, STE B, RINCON, GA 31326; FIXED ANNUITY AND LIFE INSURANCE AGENT; START 8/2022; 40-60 HRS/MONTH ALL DURING NORMAL SECURITIES TRADING HRS. 2) SELLER; POSHMARK,103 CORNERSTONE DR, SPRINGFIELD, GA 31329; SELL USED CLOTHING; START 01/2015; 4-8 HRS/MONTH NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
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