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905-B Conference Drive, Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-06-29 |
Branch Locations
905-B Conference Drive, Greenville, NC 27858 • United States
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 |
|---|---|---|---|---|
| Carolina Financial Services Group Inc. | Greenville | NC | 02/2012 | Present |
| Caroline Financial Services Group, Inc | Greenville | NC | 01/2007 | Present |
CAROLINA FINANCIAL SERVICES GROUP; GREENVILLE, NC; INSURANCE PRODUCTS, SALES, AND SERVICES; INSURANCE AGENT; 01/2007; APPROXIMATELY 10% EACH MONTH. CAROLINA FINANCIAL SERVICES GROUP. 905-B CONFERENCE DR., GREENVILLE, NC 27858. I AM OWNER OF THIS INVESTMENT ADVISORY FIRM. I WILL DEVOTE 200 HOURS PER WEEK TO THIS BUSINESS. I AM COMPENSATED BY FEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-21 |
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