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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1511 Sunday Dr Suite 214, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Raleigh | NC | 08/2013 | 10/2018 |
| Mml Investors Services | Raleigh | NC | 09/2013 | 10/2018 |
| Wealthshield Partners, Llc | Cary | NC | 10/2018 | 06/2026 |
| Chalice Capital Partners, Llc | San Diego | CA | 10/2018 | 12/2019 |
| Wealth Enhancement Group | Raleigh | NC | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Raleigh | NC | 07/2026 | Present |
STUART GAY - INSURANCE AGENT - RALEIGH, NC. LIFE, HEALTH, DISABILITY, LTC INSURANCE SERVICING. 1 HOUR PER MONTH, 1 HOUR DURING TRADING HOURS. HIVE AND HONEY CLEANING SERVICES - OWNER - RALEIGH, NCRESIDENTIAL AND COMMERCIAL CLEANING. 4 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS. STUART GAY - RENTAL PROPERTY - BEECH MOUNTAIN, NC. SHORT TERM RENTALS OF A PROPERTY. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. STUART GAY - INVESTMENT RELATED - WILSON, NC - RESIDENTIAL RENTAL PROPERTY - CO-OWNER - START DATE: 08/2026 - 1 HOUR SPENT PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-19 |
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