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9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Raleigh | NC | 03/2011 | 06/2020 |
| Founders Financial Alliance, Llc | Raleigh | NC | 06/2020 | Present |
"Hagerty Classic Car Club / PO Box 1303 Traverse City, MI 49685 / United States / Other / Insurance & Life assurance / Classic Car insurer / Other / Customer / I want to participate as a club member in Hagerty's new ""Drive Share"" rental program. This program allows Hagerty Club Members to rent any of their classic cars that are covered under a Hagerty auto policy to individuals for daily or weekly rentals. It is a highly supervised program where I will have complete control over who drives my participating car(s). I of course will screen out any clients or relatives of clients to avoid conflicts. Hagerty is responsible for all additional insurance for damages any other loss coverage of any type. I anticipate less than $2500 a year to come in from this program / Classic Car Insurance Co / Start Date 10/1/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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