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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2010-01-15 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
150-A South Main Street, Hiawassee, GA 30546 • 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 |
|---|---|---|---|---|
| National Financial Services Group | Charlotte | NC | 02/2003 | Present |
| National Life Insurance Of Vermont | Montpelier | VT | 02/2003 | Present |
| Capital Investment Group, Inc. | Raleigh | NC | 01/2010 | Present |
1. ROBERT C. WILLIAMS JR, CPA. PO BOX 901 YOUNG HARRIS, GA 30582. GEN ACCTNG AND TAX PREP. CPA. OWNER. 40 HRS/WEEK. 10/98-PRES. ACCOUNTING AND PAYROLL SERVICES & TAX PREP. LIFE AND HEALTH INSURANCE - SALES. 2. NORTHEAST GA EXCHANGE SERVICES, INC. PO BOX 901 YOUNG HARRIS, GA 30582. NON-INVESTMENT RELATED. 5 HRS/WEEK. GENERAL ACCTING SERVICES AND PAPERWORK PROCESSING FOR 1031 EXCHANGES. 3. UNITED COMMUNITY BANK ADVISORY BOARD OF DIRECTORS, ADVISORY BOARD OF DIRECTORS. 214 NORTH MAIN ST, HIAWASSEE, GA. ATTEND BOARD MEETINGS, ADVISE ON MATTERS PERTAINING TO NORMAL BUSINESS PERSPECTIVES IN THE COMMUNITY. NOT INVESTMENT RELATED. STARTED 2/1/2014. 2-5 HOURS PER MONTH, 0 HRS DURING TRADING HRS. 4. ROBERT WILLIAMS POA. POA FOR FATHER. STARTED 10/2025. 1358 DEERFIELD RD, YOUNG HARRIS, GA 30582. NOT INVESTMENT RELATED. 2 HRS/WK, 2 HRS DURING NORMAL TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-11 |
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