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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2024-09-20 |
| MD | RA | APPROVED | 2024-07-23 |
| VA | RA | APPROVED | 2024-06-15 |
| CA | RA | APPROVED | 2022-04-12 |
| TX | RA | APPROVED | 2022-04-11 |
| MS | RA | APPROVED | 2018-11-14 |
| AL | RA | APPROVED | 2018-11-02 |
| NC | RA | APPROVED | 2018-09-26 |
Branch Locations
56 Hunter Street Suite 230, Apex, NC 27502 • United States
4048 Popps Ferry Road, D'IBerville, MS 39540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management | Topeka | KS | 08/2016 | 07/2018 |
| Wealth Caps, Inc. | Raleigh | NC | 01/2012 | Present |
| Business-Owner Strategies Group, Llc | Raleigh | NC | 09/2018 | Present |
| Jc Flp | Raleigh | NC | 08/2020 | Present |
| Ocean Treasures Topsail, Llc | Raleigh | NC | 01/2021 | Present |
| Arrowhead Cleaning, Llc | Raleigh | NC | 05/2024 | 12/2024 |
| Tnt Carpet Cleaning, L.L.C. | Raleigh | NC | 12/2023 | Present |
(1) NAME: TNT Carpet Cleaning, LLC; INV REL: No; ADDRESS: 5540 Centerview Drive Suite 200-C Raleigh, NC 27606; NATURE: Carpet Cleaning Business; POSITION: CEO; START DATE: 12/2023; HR/MO DURING TRADING: 4; HR/MO OUTSIDE TRADING: 6; DUTIES: Hiring employees, Supporting Growth in cleaning more Commercial & Residential Carpets (2) NAME: Ocean Treasures Topsail, LLC; INV REL: No; ADDRESS: 10601 Evergreen Chase Way Raleigh, NC 27613; NATURE: Vacation Rentals; POSITION: General Partner; START DATE: 10/2021; HR/MO DURING TRADING: 1; HR/MO OUTSIDE TRADING: 4; DUTIES: Coordinate vacationers, cleanings, repairs, and improvements (3) NAME: JC FLP; INV REL: Yes; ADDRESS: 2123 Old Crews Road, Raleigh, NC 27616; NATURE: Family partnership involved in real estate and other investments; POSITION: General Partner; START DATE: 08/2020; HR/MO DURING TRADING: 1; HR/MO OUTSIDE TRADING: 1; DUTIES: Due diligence, management (4) NAME: Wealth CAPS, Inc.; INV REL: Yes; ADDRESS: 10601 Evergreen Chase Way, Raleigh, NC 27613; NATURE: Sale of life, disability, long-term care, and related insurance products.; POSITION: Sole Prop; START DATE: 01/2017; HR/MO DURING TRADING: 5; HR/MO OUTSIDE TRADING: 10; DUTIES: Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-07 |
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