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1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-10-09 |
Branch Locations
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 04/2011 | Present |
| Old North State Wealth Management | Wilmington | NC | 09/2010 | Present |
1-OLD NORTH STATE WEALTH MANAGEMENT, LLC; WILMINGTON, NC; BUSINESS TYPE: RIA; SERVICE DESCRIPTION: INVESTMENT ADVISOR; START DATE: 03/15/2011; TITLE: INVESTMENT ADVISOR; DUTIES: INVESTMENT ADVISORY; TIME SPENT: 90%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-20 |
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