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2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-23 |
Branch Locations
2501 Blue Ridge Rd Suite 300, Raleigh, NC 27607 • United States
2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brightpath Wealth Advisors Llc | Raleigh | NC | 03/2021 | Present |
| Fred Lowry, Sole Proprietor | Raleigh | NC | 01/2020 | Present |
| Trivecta | Statesville | NC | 01/2018 | Present |
| Asset Protectors And Advisors | Raleigh | NC | 05/2011 | 11/2019 |
| Wake Tech Community College | Raleigh | NC | 04/2020 | Present |
1)FRED LOWRY, SOLE PROPRIETOR; INVESTMENT RELATED; RALEIGH, NC; INSURANCE SALES; START DATE 01/2020; APPROX 40 HRS/MONTH, 0 DURING SECURITIES TRADING 2)TRIVECTA; NOT-INVESTMENT RELATED; STATESVILLE, NC; SPA/FACIAL SALES; CONSULTANT; START DATE 01/2018; LESS THAN 1% OF TIME SPENT 3) WAKE TECH COMMUNITY COLLEGE; NOT INVESTMENT RELATED; RALEIGH, NC; COMMUNITY COLLEGE; ADJUNCT PROFESSOR; START DATE 04/2020; APPROX 1 HR/MONTH, 0 HRS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
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