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7629 Purfoy Road Suite 105, Fuquay-Varina, NC 27526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-31 |
| NC | RA | APPROVED | 2010-09-02 |
Branch Locations
7629 Purfoy Road Suite 105, Fuquay-Varina, NC 27526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Complete Financial Solutions | Willow Spring | NC | 01/2005 | Present |
| Quest 10 Wealth Builders, Inc. (Formerly Kds Investment Manageme | Fuquay-Varina | NC | 06/2010 | Present |
| Q3 Asset Management Corp. | Birmingham | MI | 04/2013 | 01/2018 |
| Global Financial Private Capital | Sarasota | FL | 12/2013 | 10/2017 |
1) COMPLETE FINANCIAL SOLUTIONS - INSURANCE AGENCY - PRESIDENT/OWNER -IT IS INVESTMENT RELATED IN REGARD TO ANNUITIES AND LIFE INSURANCE FORESTATE PLANNING. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES. THE AGENCY ALSO OFFERS MEDICARE SUPPLEMENTS, HEALTH INSURANCE AS WELL AS ANNUITIES. THE COMPANY STARTED 1/1/05 EVEN THOUGHT I ALREADY HAD BEEN LICENSED FOR 11 YEARS AT THAT TIME. LOCATED AT: 7629 PURFOY ROAD, SUITE 105, FUQUAY-VARINA, NC 27526. I ESTIMATE THAT I DEVOTE 40% OF WEEK TO INCOMEPLANNING ACTIVITIES WHICH WOULD IN SOME CASES INVOLVE THIS BUSINESS. NO. HR/MO: 20 HRS; NO. HR/MO DURING SEC TRADING: 20. 2) WILLOW SPRINGS TURF, LLC - SOD FARM - PRESIDENT/OWNER - NOT INVESTMENT RELATED. LOCATED AT 13325 OLD STAGE ROAD, WILLOW SPRING, NC 27592. PRESIDENT/OWNER. DUTIES INCLUDE OVERSEEING SOD FARM OPERATIONS, MANAGING EMPLOYEES' WEEKLY DUTIES AND SALES TO ENSURE THE FARM IS OPERATES SMOOTHLY. START DATE: 05/08/2019. NO. HR/MO: 30 HRS (MOSTLY ON WEEKENDS AND AFTER NORMAL BUSINESS HOURS); NO. HR/MO DURING SEC TRADING: 5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-04 |
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