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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-14 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
50101 Governors Drive Ste. 280, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Insurance Soutions, Llc | Chapel Hill | NC | 05/2012 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2015 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2016 | 04/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | 03/2023 |
| United Planners Financial Services | Scottsdale | AZ | 03/2023 | Present |
| Real Estate Investment And Rental | Chapel Hill | NC | 06/2006 | Present |
| Legacy Insurance Solutions Llc | Chapel Hill | NC | 04/2013 | Present |
1.) REAL ESTATE INVESTMENT AND RENTAL - OWNER/INVESTOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHAPEL HILL, NC - SINCE 06/2006 - INVESTMENT RELATED 2.) LEGACY INSURANCE SOLUTIONS LLC - PRESIDENT - NON-VARIABLE INSURANCE - CHAPEL HILL, NC - SINCE 04/2023 - INVESTMENT RELATED 3.) CAROLINA WEALTH PARTNERS - ASSOCIATE PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - CHAPEL HILL, NC - SINCE 01/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
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