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Anne Marie Webster

Curated Capital & Planning LLC

Lewisville, NC

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Current Employers
Curated Capital & Planning Llc

116 Lowes Foods Drive Suite 175, Lewisville, NC 27023 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-10-04
  • NC RA
    APPROVED
    Since 2021-10-04

Branch Locations

116 Lowes Foods Drive Suite 175, Lewisville, NC 27023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephens Inc. Winston-Salem NC 10/2016 11/2019
Jt Stratford, Llc Winston-Salem NC 12/2019 09/2020
Msi Financial Services, Inc. Winston-Salem NC 10/2011 10/2016
Colhoun, Robins, Davenport, & Co., Llc Winston-Salem NC 12/2019 09/2020
Lionheart Capital Management Llc Lewisville NC 09/2020 08/2021
Curated Capital & Planning Llc Lewisville NC 07/2021 Present
  • 10/2016 → 11/2019
    Stephens Inc.
    Winston-Salem, NC
  • 12/2019 → 09/2020
    Winston-Salem, NC
  • 10/2011 → 10/2016
    Msi Financial Services, Inc.
    Winston-Salem, NC
  • 12/2019 → 09/2020
    Colhoun, Robins, Davenport, & Co., Llc
    Winston-Salem, NC
  • 09/2020 → 08/2021
    Lionheart Capital Management Llc
    Lewisville, NC
  • 07/2021 → Present
    Lewisville, NC
Previous Registrations
  • 2020-10-01 → 2021-09-09
    Lionheart Capital Management Llc
    Lewisville, NC
    Irvine, CA
  • 2020-01-09 → 2020-09-22
    Gainesville, GA
    Winston-Salem, NC
  • 2016-10-07 → 2019-11-18
    Winston-Salem, NC
  • 2011-12-15 → 2016-10-11
    Msi Financial Services, Inc.
    Winston-Salem, NC
  • 2009-08-25 → 2011-09-28
    Winston Salem, NC
    Winston-Salem, NC
    Clemmons, NC
    St Louis, MO
Other Businesses

Anne Marie Stott is currently a licensed insurance agent, however, she no longer sells any insurance products. Anne Marie Stott will not sell any insurance products to clients or prospective clients of CCP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-22
  • S66 Uniform Combined State Law Examination
    2009-08-22
Designations
Other Names
  • Anne Marie Mcdonald
  • Anne Stott
  • Anne Marie Mcdonald-Stott
  • Anne Marie Stott
  • Anne Marie Stott

View on SEC IAPD

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