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301 N Main Street Suite 1902, Winston-Salem, NC 27101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-22 |
Branch Locations
301 N Main Street Suite 1902, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forsyth Technical Community College | Winston-Salem | NC | 09/2006 | 01/2024 |
| Atrium Health Wake Forest Baptist Medical Center | Winston-Salem | NC | 06/2023 | 10/2023 |
| W Real Estate | Winston-Salem | NC | 01/2020 | 04/2025 |
| Knight Property Group | Winston-Salem | NC | 10/2022 | 04/2025 |
| Forsyth Technical Community College | Winston-Salem | NC | 01/2024 | Present |
| Twin City Private Wealth, Llc | Winston-Salem | NC | 01/2024 | 04/2025 |
| Twin City Private Wealth, Llc | Winston-Salem | NC | 04/2025 | Present |
(1) Forsyth Technical Community College; Not investment-related; 2100 Silas Creek Parkway, Winston-Salem, NC 27103; Education; Part-Time Clinical CT Instructor; Started 01/2024; Approximately 5 hours per month (none during securities trading hours); Review student clinical competencies and complete paperwork to assign students to clinical facilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
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