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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-13 |
| CA | RA | APPROVED | 2019-01-16 |
| MD | RA | APPROVED | 2018-09-10 |
| AZ | RA | APPROVED | 2017-10-10 |
| WA | RA | APPROVED | 2016-12-08 |
| PA | RA | APPROVED | 2014-06-25 |
| FL | RA | APPROVED | 2012-08-30 |
| OH | RA | APPROVED | 2012-08-30 |
| TX | RA | APPROVED_RES | 2012-01-04 |
| SC | RA | APPROVED | 2010-03-03 |
| VA | RA | APPROVED | 2007-08-30 |
| GA | RA | APPROVED | 2005-02-03 |
| NC | RA | APPROVED | 2004-04-12 |
Branch Locations
2990 Bethesda Place Unit 603D, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Charlotte | NC | 04/2013 | Present |
| Park Avenue Securities Llc | Charlotte | NC | 04/2013 | Present |
| Cp Advisory Services, Inc. | Charlotte | NC | 06/1992 | Present |
1. CONSOLIDATED PLANNING, INC. - Insurance outside of Guardian, Start: 06/01/1991, Address: 2990 Bethesda Place, Suite 603D, Winston-Salem, NC 27103, 6 total hours per month 6 during securities trading hours, Investment related, Less than 10% annual compensation, 2. G. Scott Haynie & Associates, LLC, DBA Big Scott's BBQ-This LLC initially owned and rented a commercial townhouse to my planning practice., Start: 01/01/2005, Address: 475 North Avalon Road Winston-Salem, NC 27104, 25 non bus hrs per month, Investment related, 3)Do The Opposite, LLC-This entity is a commercial real estate LLC which was set up to purchase, own, and lease a commercial condominium, Start: 11/10/2020, Address: 2990 Bethesda Place Suite 603-D Winston-Salem, NC 27103, 1-2 total hours per month, 1-2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-04 |
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