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110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-29 |
Branch Locations
110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
3 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 |
|---|---|---|---|---|
| Stephens Inc | Winston-Salem | NC | 03/2011 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 08/2019 | 09/2024 |
| Three Magnolias Financial Advisors | Winston Salem | NC | 10/2024 | Present |
CENTENARY UNITED METHODIST CHURCH; INVESTMENT RELATED; WINSTON SALEM,NC; INV. COMMITTEE MEMBER, DELEGATE TO ANNUAL CONFERENCE; START DATE 10/15/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS THE MANAGEMENT OF OPERATIONAL FUNDS THAT ARE HELD IN SEVERAL TRUSTS FOR THE CHURCH WHICH IS HANDLED BY OUTSIDE MONEY MANAGERS OR THROUGH MUTUAL FUNDS. INSURANCE AGENT; INVESTMENT-RELATED; WINSTON SALEM, NC; INSURANCE SALES; START DATE: 2024; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-07 |
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