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1712 Eastwood Road Suite 212, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
Branch Locations
1712 Eastwood Road Suite 212, Wilmington, NC 28403 • United States
2 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 |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2019 |
| Lifestyle Financial | Friendswood | TX | 04/2019 | 07/2023 |
| Oak Harvest Financial Group | Houston | TX | 08/2023 | 10/2025 |
| Fidelity Brokerage Services Llc | Friendswood | TX | 08/1993 | 03/2019 |
| Omnistar Financial Group, Inc. | Wilmington | NC | 05/2026 | Present |
| Strategic Advisers Llc | Friendswood | TX | 11/2000 | 07/2018 |
| Unemployed | Friendswood | TX | 10/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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