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126 E. Water Street, Statesville, NC 28677-5228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-11 |
Branch Locations
126 E. Water Street, Statesville, NC 28677-5228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opus Financial Advisors, Inc | Statesville | NC | 06/2020 | Present |
| Houston Insurance Agency | Statesville | NC | 10/2017 | 06/2020 |
| Unemployed | Statesville | NC | 02/2014 | 10/2017 |
| Fsc Securities Corporation | Statesville | NC | 06/2021 | 11/2023 |
| Osaic Wealth, Inc. | Statesville | NC | 11/2023 | 05/2026 |
| Lpl Financial Llc | Statesville | NC | 05/2026 | Present |
1. 05/2026 - Opus Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/11/2026 2. 05/2026 - Lisa Fox, Insurance - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Statesville, NC, 28677 - OBA Start Date: 06/08/2020 3. 05/2026 - Lisa Fox - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Statesville, NC, 28677 - OBA Start Date: 10/28/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-05 |
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