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5 Tryon Ave., Greenville, SC 29609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentry Wealth, Inc. | Rutherfordton | NC | 09/2014 | 04/2020 |
| Cooper Law Firm, P.C. | Rutherfordton | NC | 06/2013 | 04/2020 |
| Matty Investments, Llc | Greenville | SC | 01/2022 | Present |
| Balanced Bookmaster | Asheville | NC | 01/2021 | Present |
| Unemployed | Asheville | NC | 04/2020 | 01/2021 |
Balanced Bookmasters (owner/bookkeeper), non investment, Start Date: 1/2021, 912 Woodvine Rd, Asheville, NC 28803, provides bookkeeping services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-02 |
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