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Indian Trail, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-15 |
| UT | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED_RES | 2025-10-29 |
| NC | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Phases Wealth Advisors Llc | Indian Trail | NC | 06/2025 | Present |
| Centsei Llc | Indian Trail | NC | 08/2018 | Present |
| Crisp | Provo | UT | 01/2019 | 04/2020 |
| Qualtrics | Provo | UT | 09/2017 | 01/2019 |
| Brigham Young University | Provo | UT | 08/2015 | 12/2017 |
the name of the other business; Centsei LLC whether the business is investment-related; not investment related the address of the other business; 1015 Canopy Dr. Indian Trail NC 28079 the nature of the other business; Personal Finance Coaching your position; title, or relationship with the other business; Owner, Co-Founder the start date of your relationship; August 2018 the approximate number of hours/month you devote to the other business; 80 hours a month or 58.6% the number of hours you devote to the other business during securities trading hours; 80 hours a month or 58.6% and briefly describe your duties relating to the other business; Manage a team of coaches and independent contractors, marketing & business strategies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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