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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-18 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Greensboro, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina State Employees' Credit Union | Greensboro | NC | 07/2010 | 09/2016 |
| Secu Brokerage Services | Greensboro | NC | 01/2015 | 09/2016 |
| Secu Life Insurance Company | Greensboro | NC | 01/2015 | 09/2016 |
| Members Trust Company | Reidsville | NC | 01/2015 | 09/2016 |
| Credit Union Investment Services | Greensboro | NC | 01/2015 | 09/2016 |
| Roi Velocity Llc | Greensboro | NC | 02/2023 | Present |
| Roi Velocity Marketing Group Inc. | Greensboro | NC | 09/2016 | 02/2023 |
| Mdrn Capital, Llc | Greensboro | NC | 12/2023 | Present |
ROI Velocity LLC; Not investment related; Same address; Digital marketing services; Owner, CEO, marketing consultant; Since 02/2023; Approximately 120 hours per month; Provide digital marketing consulting to business owners Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-24 |
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