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5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-16 |
Branch Locations
5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rounds Golf Lounge | Wilmington | NC | 10/2017 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Wilmington | NC | 12/2019 | 05/2021 |
| Edmister Enterprises | Wilmington | NC | 06/2016 | 10/2017 |
| Real Results Personal Training | Wilmington | NC | 06/2016 | 10/2017 |
| Omnistar Financial Group, Inc. | Wilmington | NC | 05/2021 | 01/2023 |
| Glasgow & Associates, Llc | Wilmington | NC | 02/2023 | Present |
1. LICENSED INSURANCE AGENT, SELF, 305 Tanbridge Road, Wilmington, NC 28405. Independent Insurance Agent selling various insurance products except for variable annuities. Investment Related. Started 2019. 4 HRS/Month. 0 HRS During Normal Trading HRS. 2. Landfall Country Club. Volunteer Committee Member. I am a Member of Landfall CC Greens Committee, 800 Sun Runner Place, Wilmington, NC 28405. Member of Landfall CC Greens Committee. Non-Investment Related. Started 2022. 4 HRS/Month. 0 HRS During Normal Trading HRS. 3. BE Legacy Corp., Investment Related. 305 Tanbridge Road, Wilmington, NC 28405, Business entity to run advisory compensation and expense. Started January 2025. 0 HRS/Month, 0 HRS During Normal Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-13 |
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