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7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-20 |
| NC | RA | APPROVED | 2009-06-08 |
Branch Locations
7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • 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 |
|---|---|---|---|---|
| Lifeplan Investment Advisors, Inc. | Raleigh | NC | 10/2010 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | 11/2021 |
| Lifeplan Tax And Insurance Group, Inc | Raleigh | NC | 10/2010 | Present |
| Eqis Capital Management | San Rafael | CA | 09/2008 | 12/2024 |
LIFEPLAN TAX AND INSURANCE GROUP, INC. - OWNER AND SECRETARY. 05/2003 TO PRESENT. INVESTMENT RELATED. 7201 CREEDMOOR RD, SUITE 147, RALEIGH, NC 27613. DUTIES INCLUDE OWNERSHIP RESPONSIBILITIES. SPEND APPROXIMATELY 25% OF TIME ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-03 |
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