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404 N. 3Rd Street Suite 107, Wilmington, NC 28401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-12 |
Branch Locations
404 N. 3Rd Street Suite 107, Wilmington, NC 28401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Range Complex, Llc | Autryville | NC | 03/2014 | 04/2021 |
| Woodbury Financial Services Inc | Huntersville | NC | 10/2020 | 04/2021 |
| The Range Complex | Autryville | NC | 04/2021 | 04/2022 |
| Guardian Life Insurance Company | Raleigh | NC | 05/2021 | Present |
| Park Avenue Securities | Raleigh | NC | 05/2021 | 03/2022 |
| Tcwp Llc Dba Counterweight Private Wealth | Beachwood | OH | 03/2022 | 10/2023 |
| Counterweight Private Wealth | Wilmington | NC | 10/2023 | Present |
1.NC HIGH SCHOOL ATHLETIC ASSOCIATION LACROSSE REFEREE, ADDRESS: RALEIGH, NC, START DATE: 02/01/2020, 15 HOURS PER MONTH/ 0 DURING NORMAL BUSINESS HOURS, NON INVESTMENT RELATED, Less than 10% annual compensation, 2. INSURANCE BROKER- GUARDIAN, ADDRESS: 2626 GLENWOOD AVE, SUITE 450, RALEIGH, NC 27608, START DATE: 05/17/2021, 1 HOUR PER MONTH/ 0 DURING NORMAL BUSINESS HOURS, INVESTMENT RELATED, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
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