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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-09-06 |
Branch Locations
800 N. Breazeale Avenue, Mount Olive, NC 28365 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Southern Bank | Mount Olive | NC | 10/2008 | Present |
| Infinex Investments, Inc. | Mount Olive | NC | 09/2011 | Present |
1.) Southern Bank. Yes, investment related. Started Jan 2024. Financial Advisor Referral Program. 1% increase in grid payout if meet referral goal. Refer business to Southern Bank partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-12 |
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