Lori Hooper Haddock

Current Employers

Employment History

• 03/2015 → 06/2024
  Securities America Inc
  Greensboro, NC
• 03/2015 → 06/2024
  Securities America Advisors
  Greensboro, NC
• 06/2024 → 08/2025
  Osaic Wealth, Inc.
  Greensboro, NC
• 06/2024 → 08/2025
  Osaic Wealth, Inc.
  Greensboro, NC
• 08/2025 → Present
  Blueprint Financial Advisors Llc
  Greensboro, NC
• 08/2025 → Present
  Maplewood Investments Inc
  Greensboro, NC

Previous Registrations

• 2024-06-14 → 2025-08-06
  Osaic Wealth, Inc.
  Greensboro, NC
• 2015-03-17 → 2024-06-14
  Securities America Advisors, Inc.
  Greensboro, NC
  Greensboro, NC
• 2011-12-13 → 2015-03-31
  Advisory Services Network
  Greensboro, SC
  Atlanta, GA
  Atlanta, GA
  Greensboro, NC

Other Businesses

***TRIAD WEALTH ADVISORS - DBA ***DBA - Midtown Financial Advisors ***LORI H. AND J. BYRON HADDOCK -Owner -I own a residential rental property. #HRS 2 -2/1/16 -30 Cherine Way Greensboro NC 27410 -My husband and I purchased a condominium for our daughter to live in. Our daughter does not pay rent at this time. ***GREENSBORO ROTARY CLUB -member/volunteer -Greensboro Rotary Club #HRS 6 SEC TRADE HRS 5 -10/1/03 -330 S Greene St Ste 304 Greensboro NC 27401 -Social club which volunteers for various community projects. I am a member for the purpose of networking in the community and serving in my community. ***DAYSTAR CHRISTIAN FELLOWSHIP POSITION: Trustee NATURE: Board of Trustees, Daystar Christian Fellowship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2018 ADDRESS: Definition Church, 1806 Merritt Drive, Greensboro NC 27407 DESCRIPTION: Review financial condition of the church and involvement with strategic planning for the church. ***LORI HADDOCK POSITION: Producer NATURE: I am selling fixed, indexed and variable annuities to my clients, when appropriate, as well as life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/24/2016 ADDRESS: 1301 West Wendover Ave, Suite C, Greensboro NC 27408 DESCRIPTION: We are doing retirement planning for a number of clients using NextPhase and MoneyGuidePro. When appropriate, we are selecting some fixed or equity indexed annuities to show our clients. We occasionally recommend a variable annuity. We also review life insurance and have worked with some of our clients on long term care, universal life and term life insurance. Occasionally we look at whole life insurance. Some of the insurance policies recommended have long term care riders. *** KINTURA (FORMERLY BRIGHTSPIRE AND WELL SPRING GRROUP) POSITION: Committee Chair NATURE: Investment Committee - I am chair of the Investment Committee which oversees investments in the group's Foundations and corporate entity, which are managed by Bank of America's Institutional Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2003 ADDRESS: 2109 Sandy Ridge Road, Colfax NC 27235, United States DESCRIPTION: I chair the Investment Committee. We set investment policy, choose investment managers and monitor their performance. Prior to my role on this committee, I was on the Board of Governors and chaired the Board and I am now serving another term on the Board and am now Chair of the Board. I have been a volunteer for this organization for over 15 years. (Starting date below is an estimate.) ***BIBLE STUDY FELLOWSHIP (BSF) POSITION: Class Treasurer NATURE: Treasurer for Bible Study Fellowship, Class 1350, Greensboro, NC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/17/2023 ADDRESS: c/o Westover Church, 505 Muirs Chapel Road, Greensboro NC 27410 DESCRIPTION: I collect donations from the members of the class weekly and deposit the funds and/or checks to the BSF checking account, write checks when needed, complete a weekly and monthly report for Administration, and prepare all materials for an annual audit by BSF staff. All donation collections are collected and certified with two people always in attendance as are any checks written.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-08

Designations

Other Names

• Lori Elizabeth Hooper