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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-30 |
| WA | RA | APPROVED | 2025-04-22 |
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2024-05-28 |
| IN | RA | APPROVED | 2024-02-15 |
| UT | RA | APPROVED | 2023-10-30 |
| SD | RA | APPROVED | 2023-04-25 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2020-09-08 |
| OH | RA | APPROVED | 2019-04-23 |
| AL | RA | APPROVED | 2015-02-10 |
| MN | RA | APPROVED | 2013-11-07 |
| PA | RA | APPROVED | 2011-04-07 |
| VA | RA | APPROVED | 2008-10-09 |
| NC | RA | APPROVED | 2004-04-01 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 11/1990 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
| Cp Advisory Services, Inc. | Charlotte | NC | 03/1991 | Present |
1. CONSOLIDATED PLANNING INC. I sell Life Insurance, Disability Insurance, LTC, and Medical Insurance thru brokerage arrangements as necessary. Start: 11/15/1990, Address: 4201 Congress St, Suite 295, Charlotte, NC 28209, 5 bus hrs per month, Investment related, 2. Infinity Resort Capital Bahamas, LLC This is an LLC of which I am investor that made an investment in BEKA DEVELOPMENT, LLC which is in discussions to develop a resort in the Bahamas. Start: 01/01/2008, Address: PO Box 983 South Fork, CO 81154, 0 hrs per month, Investment related, 3. The Stegall Group, LLC, Financial Advisory practice involving the sale of insurance and investment products Start: 05/26/2017, Address: 4201 Congress Street Suite 295; Charlotte, NC 28209, 180 bus hrs per month, Investment related, 4. WeareBranius Two, LLC, Start: 05/9/2025, Address: 3312 Papermill Road, Phoenix, MD 21131, 0 total hours per month, Investment related, No Annual Compensation, 5. Stegall Mechanical Services, LLC, Start: 5/1/2025, Nature: Installation & Installment of HVAC equipment, Address: 6310 Gadwall Court, Wilmington, NC 28403, Duties: Passive Owner, 2 total hours per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-21 |
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