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302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-21 |
Branch Locations
302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Higher Ground Financial, Llc | Hickory | NC | 09/2009 | 10/2022 |
| Beacon Wealth Consultants | Roanoke | VA | 07/2022 | Present |
Self - Consulting for Carolina Oncology Specialists, PA; Not Investment Related; 2406 Century Place SE, Hichory, NC 28602; Medical Practice; Healthcare; Consultant; 09/08/2025; 5 hours per week; provide consultation on the practice. business and financial related matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-01 |
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