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Current Employers
Capital Investment Advisory Services, Llc

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

516 S Wheeler St, Jasper, TX 75951 • United States

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Investment Advisory Services Llc Raleigh NC 07/2025 Present
Retirement Education Partners Jasper TX 02/2012 Present
Senior Benefits Advisors, Llc Jasper TX 04/2025 Present
Other Businesses

1) RETIREMENT EDUCATION PARTNERS, INC, 516 S. WHEELER ST, JASPER, TX 75951; SALES OF LIFE INSURANCE AND ANNUITIES; VICE PRESIDENT/CO-OWNER;START 2/16/2012; SUPERVISE DAILY OPERATIONS, MANAGE PERSONNEL AND FUNCTION AS AN INSURANCE AGENT PROVIDING LIFE AND ANNUITY POLICIES; 80 HRS/MON; 16 HRS/ MON DURING SECURITIES TRADING HRS; NON-INVESTMENT RELATED. 2) BICKERSTAFF HOLDINGS, LLC, 215 E WATER ST, JASPER, TX 75951; COMPANY OWNS AND OVERSEES SUBSIDIARY ENTITIES; VICE PRESIDENT/CO-OWNER; START 10/25/17; OVERSEE THE FINANCIAL ASPECTS OF THE BUSINESS. RESPONSIBLE FOR PROCESSING BILL PAYMENTS AND POSSESS CHECK-WRITING PRIVILEGES; 8 HRS/MON; O HRS/MON DURING SECURITIES TRADING HRS; NON-INVESTMENT RELATED. 3) SENIOR BENEFITS ADVISORS, LLC, 516 S WHEELER ST, JASPER, TX 75951; SALES OF MEDICARE AND LIFE INSURANCE;WICE PRESIDENT/CO-OWNER/AGENT; START 4/2/2025;OVERSEE THE FINANCIAL ASPECTS OF THE BUSINESS. RESPONSIBLE FOR PROCESSING BILL PAYMENTS AND POSSESS CHECK-WRITING PRIVILEGES;.12 HRS/MON;4 HRS/MON DURING SECURITIES TRADING HRS.NON-INVESTMENT RELATED. 4) BICKERSTAFF INVESTMENT GROUP, LLC;, 516 S WHEELER ST, JASPER, TX 75951; PROVIDES INVESTMENT ADVISORY SERVICES; VICE PRESIDENT/CO-OWNER/ADVISOR; START 6/1/2025; SUPERVISE DAILY OPERATIONS, MANAGE PERSONNEL AND FUNCTION AS AN IAR PROVIDING INVESTMENT ADVICE; 124 HRS/MON; 124 HRS /MON DURING SECURITIES TRADING HT=RS; INVESTMENT REALTED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28
Other Names
  • Chotsie Lea Skinner
  • Chotsie Lea Bickerstaff
  • Chotsie Lea Beard
  • Chotsie Skinner Martinez
  • Chotsie Skinner Hall

View on SEC IAPD

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