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Inactive

Carter Stephen Lievens

Jt Stratford, LLC

Winston Salem, NC

Gainesville, GA

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Current Employers
Jt Stratford, Llc

311 Green Street Suite 100, Gainesville, GA 30501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-23
NC RA APPROVED 2020-11-20
  • TX RA
    APPROVED
    Since 2022-12-23
  • NC RA
    APPROVED
    Since 2020-11-20

Branch Locations

505 Olive Street, Winston Salem, NC 27103 • United States

311 Green Street Suite 100, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jt Stratford, Llc Winston Salem NC 11/2020 Present
Tax Protection Plus Winston Salem NC 10/2018 10/2020
Polo Ralph Lauren Bowling Rock NC 07/2017 08/2018
G H Bass Blowing Rock NC 08/2016 05/2017
Appalachian State University Boone NC 08/2015 12/2018
Trupoint Tax Service Winston Salem NC 01/2019 04/2022
  • 11/2020 → Present
    Jt Stratford, Llc
    Winston Salem, NC
  • 10/2018 → 10/2020
    Tax Protection Plus
    Winston Salem, NC
  • 07/2017 → 08/2018
    Polo Ralph Lauren
    Bowling Rock, NC
  • 08/2016 → 05/2017
    G H Bass
    Blowing Rock, NC
  • 08/2015 → 12/2018
    Appalachian State University
    Boone, NC
  • 01/2019 → 04/2022
    Trupoint Tax Service
    Winston Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-19
  • S65 Uniform Investment Adviser Law Examination
    2020-11-19
Designations

View on SEC IAPD

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