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9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Durham | NC | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Durham | NC | 11/2016 | 09/2024 |
| Founders Financial Alliance, Llc | Sarasota | FL | 10/2024 | Present |
DIAMOND REALTY PARTNERS LLC, INV RELATED, BLOWING ROCK, NC, 100% OWNERSHIP, START 7/27/2021, 10 HOURS PER MONTH/0 DURING TRADING, DUTIES: RENTALS AND MAINTENANCE. DIAMOND REALTY PARTNERS IV, LLC, INV RELATED, BLOWING ROCK, NC, 100% OWNERSHIP, START 7/27/2021, 10 HOURS PER MONTH/0 DURING TRADING, DUTIES: RENTALS AND MAINTENANCE. RENTAL PROPERTY, INVT RELATED, BLOWING ROCK, NC, 100% OWNERSHIP, START 7/27/2021, 10 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL AND MAINTENANCE. RENTAL PROPERTY, INVT RELATED, BLOWING ROCK, NC, 100% OWNERSHIP, START 7/27/2021, 10 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL AND MAINTENANCE. RENTAL PROPERTY, INVT RELATED, DURHAM, NC, 100% OWNERSHIP, START 11/15/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL. RENTAL PROPERTY, INV RELATED, MCKEESPORT, PA, 100% OWNERSHIP, START12/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, RENTAL MANAGEMENT. DIAMOND GIRL BOAT CHARTERS LLC, INV RELATED, SARASOTA, FL, 100% OWNERSHIP, START: 3/1/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, OVERSIGHT BOAT CHARTER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-13 |
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