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100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-03-07 |
Branch Locations
100 Europa Drive Suite 390, Chapel Hill, NC 27517 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chapel Hill | NC | 02/2005 | Present |
| Michele Nettesheim | Carrboro | NC | 09/2004 | Present |
| Phoenix Financial, Inc. | Durham | NC | 01/2018 | 04/2018 |
| Phoenix Wealth Advisors, Inc | Chapel Hill | NC | 01/2018 | Present |
| Phoenix Wealth Advisors, Inc. | Chapel Hill | NC | 01/2018 | Present |
(1)Name of Business: Phoenix Wealth Advisors Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517-2395, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/16/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner and Advisor (2)Name of Business: What a View Rentals LLC Address: 109 Strangford Ln, Durham, NC, 27713, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/23/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a condo that we are going to be renting out for part of the year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-17 |
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