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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-09 |
Branch Locations
105 W 3Rd Po Box 658, Pinconning, MI 48650 • United States
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Folios | Pinconning | MI | 04/2017 | Present |
| Kevin Wray Financial Services | Pinconning | MI | 10/1996 | Present |
| Beacon Capital Distributors Inc. | Akron | OH | 09/2015 | 04/2017 |
Kevin Wray Financial Service. Investment Related. 105 W 3rd PO Box 658, Pinconning, MI 48650. Insurance and Annuity Sales. Insurance Producer since 10/1996. 40 hours per month in the activity of soliciting and selling insurance products. This activity consumes approximately 4 hours per month during trading hours. Clients are in no way required to purchase insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-20 |
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