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980 Highway 105, Boone, NC 28607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sapere Wealth Management, Llc | Matthews | NC | 06/2005 | 08/2021 |
| Allen Wealth Management | Boone | NC | 09/2021 | Present |
| Raymond James Financial Services, Inc. | Boone | NC | 08/2022 | Present |
(1)Name of Business: 1910 Howards Creek Road LLC Address: 169 Hunters Pt, Boone, NC, 28607, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookkeeping, coordination of tax/regulatory filings, and some maintenance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-09 |
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