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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-15 |
| NC | RA | APPROVED | 2020-07-09 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frito Lay | Charlotte | NC | 07/1998 | 12/2019 |
| Unemployed | Waxhaw | NC | 12/2019 | 07/2020 |
| Insight Folios | Charlotte | NC | 07/2020 | Present |
| Durso Capital Management, Co. | Charlotte | NC | 07/2020 | Present |
Durso Capital Management Co. Investment Related;11610 N. Community House, Suite 100 Charlotte, NC 28277 Insurance and Annuity Sales Insurance Producer Since 7/2020 40 hours per month in the activity of soliciting and selling insurance products. This activity consumes approximately 2 hours per month during trading hours. Clients are under no obligation to purchase insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-24 |
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