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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
High Point, NC • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | High Point | NC | 02/2025 | 06/2026 |
| The Auto Club Group | Tampa | FL | 01/2025 | 03/2025 |
| The Auto Club Group | Greensboro | NC | 03/2024 | 11/2024 |
| Phillip Robinson All State | Charlotte | NC | 02/2024 | 03/2024 |
| John Wagner State Farm | Greensboro | NC | 09/2023 | 01/2024 |
| Ailm Financial | High Point | NC | 07/2022 | 03/2024 |
| Macedonia Baptist Church | Fayetteville | NC | 03/2022 | 05/2022 |
| First Baptist Church Of Archdale Dba Joy Community Fellowship | High Point | NC | 08/2019 | 03/2022 |
| Burke International Tours | Maiden | NC | 09/2018 | 08/2019 |
| Southern Senior Network | Hickory | NC | 11/2017 | 08/2019 |
| Southern Senior Network | Hickory | NC | 07/2015 | 11/2017 |
| Self-Employed Insurance Agent | Hickory | NC | 01/2002 | 04/2025 |
| Thrivent Financial | Appleton | WI | 09/2025 | 06/2026 |
| Portfolio Medics | Bonita Springs | FL | 07/2026 | Present |
| Revolution Worship | Highpoint | NC | 09/2022 | Present |
| Multiple Insurance Firms | High Point | NC | 05/2025 | Present |
Independent Insurance Agent for multiple insurance agencies. In this role he transacts in insurance products including annuities. He spends approximately 20 hours a week during market and non-market hours in this endeavor. REVOLUTION WORSHIP POSITION: Pastor NATURE: Its a church INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 ADDRESS: 304 Greenoak dr, Archdale NC 27263, United States DESCRIPTION: I preach and minister to the members of Revolution Worship.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-21 |
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