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1706-A East Arlington Blvd., Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-01-07 |
Branch Locations
1706-A East Arlington Blvd., Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Wealth Managment, Inc | Pinehurst | NC | 12/2014 | Present |
1. LOMAXDIRECT, INC.; NOT INVESTMENT RELATED; 1019 INVESTMENT BLVD, APEX, NC 27502; PARTNER; SINCE 09/01/2006; 10 HOURS/MTH; 3 DURING SECURITY HOURS; SILENT PARTNER OF ONLINE BOOK DEALER. SOME OVERSIGHT OVER ACCOUNTING, INVENTORY MANAGEMENT AND PURCHASING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-27 |
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