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1500 Town Side Drive Suite 201, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-22 |
Branch Locations
1500 Town Side Drive Suite 201, Apex, NC 27502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Charlotte | NC | 07/2021 | 05/2023 |
| Great Kids Events | Rockville | MD | 05/2016 | 05/2017 |
| Scuderi Carstar Autobody | Rockville | MD | 06/2016 | 08/2018 |
| University Of South Carolinas | Columbia | SC | 09/2017 | 05/2021 |
| Augusta National Golf Club | Augusta | GA | 04/2019 | 04/2019 |
| Clear Defense Pest Control | Columbia | SC | 06/2019 | 08/2019 |
| Omnishield Pest Solutions | Austin | TX | 05/2020 | 07/2020 |
| Montgomery County Schools | Rockville | MD | 08/2010 | 06/2017 |
| Foundations Investment Advisors | Phoenix | AZ | 12/2024 | Present |
| Capital Financial Advisory Group | Apex | NC | 05/2023 | Present |
1) ATHENE ANNUITY AND LIFE COMPANY, 7700 MILLS CIVIC PKWY WEST DES MOINES, IA 50266; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS - INVESTMENT-RELATED; INSURANCE PRODUCER, REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED,START DATE: 04/2023, 50 HOURS/MONTH DEDICATED TO ACTIVITY; 30 HOURS/MONTH DURING TRADING HOURS. 2)NATIONWIDE INSURANCE; 1 NATIONWIDE PLAZA, COLUMBUS, OHIO 43215; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS - INVESTMENT-RELATED, INSURANCE PRODUCER, REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED; START DATE: 04/2023; 20 HOURS/MONTH DEDICATED TO ACTIVITY; 10 HOURS/MONTH DURING TRADING HOURS. 3) NORTH AMERICAN COMPANY FOR LIFE AND HEALTH INSURANCE; 8300 MILLS CIVIC PARKWAY, WEST DES MOINES, IA 50266; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS - INVESTMENT-RELATED; INSURANCE PRODUCER; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED; START DATE: 04/2023; 20 HOURS/MONTH DEDICATED TO ACTIVITY; 10 HOURS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-20 |
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