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110 Oakwood Dr Suite 420, Winston-Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-04 |
Branch Locations
110 Oakwood Dr Suite 420, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kensington Financial Group, Inc. | Winston-Salem | NC | 05/2018 | Present |
| Haggerson Enterprises, Llc | Advance | NC | 10/2012 | Present |
| Blue Bridge Benefits, Llc | Winston-Salem | NC | 05/2012 | Present |
1) Oct 2012 Haggerson Enterprises LLC; S Corp owning members of Blue Bridge Benefits LLC; non-investment related; owner; collect rent received from rental properties/collect profit sharing paid out by Blue Bridge Benefits. Approx. hrs/mo: 10hrs/mo; Number of hours devoted to business during securities trading hours: 0 hrs; manage the general finances of the company i.e. payroll, taxes, budgeting. 2) May 2012 Blue Bridge Benefits, LLC; Investment Related: No; 326 S. Main St, Winston-Salem, NC 27101; Health and Life Insurance Brokerage; Owner/Partner; Approx. hrs/mo: 20hrs/mo; Number of hours devoted to business during securities trading hours: 3 hrs; Manage the financial books, conduct payroll, manage contractors, sell health and life insurance polices and provide customer service to existing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
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