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100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2024-03-07 |
Branch Locations
100 East Lake Dr. Suite 100, Greensboro, NC 27403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 04/2019 | 11/2023 |
| Pure Fishing | Columbia | SC | 06/2016 | 03/2019 |
| Carolina Financial Advisors | Greensboro | NC | 02/2024 | Present |
Life Insurance Agent; investment related: No; Location of the business: 100 East Lake Drive Greensboro NC 27403 USA; Description of the business: Life Insurance; Start date with business: 2026-02-19; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-08 |
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