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1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-23 |
Branch Locations
1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myers Park United Methodist Church | Charlotte | NC | 07/2014 | 06/2018 |
| St. Timothy United Methodist Church | Brevard | NC | 07/2018 | 06/2020 |
| Trinity United Methodist Church | King | NC | 07/2020 | 01/2022 |
| Icon Pic | Winston-Salem | NC | 01/2022 | 08/2024 |
| Inmar Intelligence | Winston-Salem | NC | 08/2024 | 12/2024 |
| Cannon Wealth Management | Winston-Salem | NC | 12/2024 | 06/2025 |
| Cassia Capital Partners Llc | Winston-Salem | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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