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8133 Elliott Road Suite 212, Easton, MD 21601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-05-30 |
| VA | RA | APPROVED | 2021-02-12 |
| NC | RA | APPROVED | 2020-04-24 |
Branch Locations
8133 Elliott Road Suite 212, Easton, MD 21601 • United States
Southport, NC • United States
4 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 |
|---|---|---|---|---|
| Paulson Investment Company, Llc | New York | NY | 12/2015 | 01/2020 |
| Drs Wealth Management | Southport | NC | 01/2020 | Present |
I hold North Carolina resident health and life insurance license. I spend approximately one hour per week on this endeavor. President of Legacy Capital Management, Inc. located in Virginia is an S-Corp formed for tax planning purposes. It is non-investment related activity and a nominal amount of time is devoted to it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-25 |
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