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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
717 Green Valley Road Suite 100, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensboro | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 04/2019 |
| Woodbury Financial Services Inc | Greensboro | NC | 04/2019 | 01/2024 |
| Osaic Wealth, Inc. | Greensboro | NC | 01/2024 | Present |
1)LAKE JEANETTE SWIM AND TENNIS POSITION: board member NATURE: Neighborhood Swim and Tennis INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2009 ADDRESS: 5040 Bass Chapel, Greensboro NC 27455, United States DESCRIPTION: Board member for Swim and Tennis club hire operations manager hire accounting manager 2)TEAM VOYAGE POSITION: board member NATURE: not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2017 ADDRESS: Page High School, Alma Pinnix, Greensbor NC 27405, United States DESCRIPTION: board member 3)GCG WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/18/2019 ADDRESS: 717 Green Valley, #100, Greensboro NC 27408, United States DESCRIPTION: Financial Advisor 4)BOARD OF FRIENDS HOMES POSITION: board member at large NATURE: Not for Profit Continuing care Retirement Community INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/07/2020 ADDRESS: 6100 W Friendly Ave, Greensboro NC 27410, United States DESCRIPTION: at large board member oversight of executive operations of Friends Homes 5) GEORGE HARRIS FIXED INSURANCE POSITION: agent NATURE: not applicable INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 04/12/2019 ADDRESS: 717 Green Valley Road, suite 100, Greensboro NC 27455, United States DESCRIPTION: sell fixed annuities and insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-26 |
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