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Current Employers
The Wealth Group, Ltd

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-05-06
  • NC RA
    APPROVED
    Since 2011-05-06

Branch Locations

109 Foy Drive, Rocy Mount, NC 27804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keith C. Beck, Cpa Rocky Mount NC 07/1995 Present
Capital Investment Group, Inc. Raleigh NC 03/2011 Present
The Wealth Group, Ltd. Rocky Mount NC 05/2011 Present
  • 07/1995 → Present
    Keith C. Beck, Cpa
    Rocky Mount, NC
  • 03/2011 → Present
    Capital Investment Group, Inc.
    Raleigh, NC
  • 05/2011 → Present
    Rocky Mount, NC
Previous Registrations
Other Businesses

1. KEITH C. BECK CPA. CPA. CPA FIRM PROVIDING ACCOUNTING SERVICES. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. 40 HRS PER WEEK WITH MOST NORMAL TRADING HOURS DEVOTED TO ACTIVITY. NON-INVESTMENT RELATED. STARTED 07/1995. 2. CAPITAL INVESTMENT GROUP, INC. REGISTERED REPRESENTATIVE. BROKER-DEALER. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. INVESTMENT-RELATED. STARTED 03/2011. 3. THE WEALTH GROUP, LTD. INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT ADVISORY FIRM. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. INVESTMENT-RELATED. STARTED 05/2011. 4. INSURANCE AGENT - AGENT PROVIDING INSURANCE SALES AND SERVICING. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. NON-INVESTMENT RELATED. STARTED 11/1992. 5. CAROLINA DENTAL MANAGEMENT, INC. VICE PRESIDENT, CONSULTANT/ADVISOR FOR MEDICAL PRACTICE MANAGEMENT BUSINESS. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. 2 HRS PER WEEK DURING NORMAL TRADING HOURS. NON-INVESTMENT RELATED. STARTED 2003. 6. CDM PROPERTIES, LLC. MEMBER. REAL ESTATE BUSINESS. 109 FOY DRIVE, ROCKY MOUNT, NC. 27804. NON-INVESTMENT RELATED. STARTED 12/2004. 7. ACCOUNTANTS PROPERTY PARTNERSHIP. PARTNER. REAL ESTATE BUSINESS. 109 FOY DRIVE, ROCKY MOUNT, NC 27804. NON-INVESTMENT RELATED. STARTED 10/2003. 8. ELITE DENTAL LABS, INC. VICE PRESIDENT/ADVISOR FOR DENTAL LAB. 109 FOY DRIVE, ROCKY MOUNT, NC. 1 HR PER WEEK DURING NORMAL TRADING HOURS. NON-INVESTMENT RELATED. STARTED 03/2008. 9. KW BUSINESS ENTERPRISES, INC. VICE PRESIDENT/ADVISOR FOR MOBILE XRAY SERVICE. 109 FOY DRIVE, ROCKY MOUNT, NC. 1 HR PER WEEK DURING NORMAL TRADING HOURS. NON-INVESTMENT RELATED. STARTED 07/2010. 10. HIGGINS MANI WATSON I - IX. DDS PA. VICE PRESIDENT/ADVISORY FOR DENTAL OFFICE. 109 FOY DRIVE, ROCKY MOUNT, NC. 27804. 2 HRS PER WEEK DURING NORMAL TRADING HOURS. NON-INVESTMENT RELATED. STARTED WITH l IN 08/2003, WITH OTHERS ADDED AFTERWARDS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-10
S63 Uniform Securities Agent State Law Examination 1993-11-05
  • S65 Uniform Investment Adviser Law Examination
    2010-12-10
  • S63 Uniform Securities Agent State Law Examination
    1993-11-05
Other Names
  • Keith Coyner Beck

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