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10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
11215 North Community House Road Suite 100, Charlotte, NC 28277 • United States
10425 S. 82Nd East Avenue Suite 110, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Mocksville | NC | 02/2015 | 07/2020 |
| Nationwide Financial | Monroe | NC | 01/2005 | 07/2020 |
| Tlg Advisors, Inc. | Mocksville | NC | 05/2022 | 08/2022 |
| Kestra Investment Services, Llc | Monroe | NC | 08/2022 | 06/2024 |
| Kestra Advisory Services, Llc | Monroe | NC | 08/2022 | 06/2024 |
| The Leaders Group, Inc. | Littleton | CO | 07/2020 | 08/2022 |
| Relation Wealth Management, Inc. | Monroe | NC | 06/2024 | Present |
| Hiller Ringeman Insurance Agency, Inc. | Monroe | NC | 09/2018 | 01/2024 |
1) Relation Insurance, Inc.; Not investment-related; 300 E Phifer St, Monroe, NC 28110; Licensed insurance agent; Insurance sales; Recommendation of insurance products; Start date: 01/2024; Approx. 5% of time per month. 2) Melissa Thompson; Not investment-related; 813 Simpson Rd, Indian Trail, NC. 28079; Rental property owner; Real estate; Maintain property and lease to others; Start date: 12/2018; Approx. less than 5% of time per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-25 |
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