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1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-02 |
Branch Locations
1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
4206 Bridges St Suite G, Morehead City, NC 28557 • 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 |
|---|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh | NC | 08/2013 | 09/2024 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 08/2013 | 12/2023 |
| Sound Bank | Morehead City | NC | 08/2013 | 05/2019 |
| Bogue Sound Financial | Morehead City | NC | 01/2016 | Present |
| Sollinda Capital Management Llc | Miami | FL | 12/2023 | Present |
| Saxony Securities Inc | St. Louis | MO | 09/2024 | Present |
1. BOGUE SOUND FINANCIAL, LLC. DBA for investment-related activity. 2. FIRST METHODIST CHURCH, 900 ARENDEL ST. MOREHEAD CITY, NC 28557, COMMITTEE MEMBER, BEGAN 1/1/2007, 1 hour per month, 0 hours during trading. 3. Sollinda Capital Management, LLC.; RIA Firm Advisory; 200 1st Ave NW #303, Hickory, NC 28601; fee based RIA; began 01/01/2024; 175 hours per month, during monthly trading hours; RIA Sales. 4. VARIOUS INSURANCE COMPANIES; SELL NON-VARIABLE INSURANCE PRODUCTS; BEGAN 7/1/2024; 10-15 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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