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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| MA | RA | APPROVED | 2025-09-22 |
| NC | RA | APPROVED | 2025-06-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2010 | 02/2018 |
| Consolidated Planning, Inc. | Raleigh | NC | 04/2018 | 07/2018 |
| Cook Wealth Management Group Llc | Raleigh | NC | 01/2019 | 02/2025 |
| Unemployed | Raleigh | NC | 08/2018 | 12/2018 |
| Highwind Wealth Management | Raleigh | NC | 02/2025 | Present |
| Fig Wealth Advisors, Llc Dba Fig Wealth | Bronxville | NY | 02/2025 | 07/2025 |
Fig Wealth Advisors, LLC dba Fig Wealth; investment related; 79 Archer Drive, Bronxville, NY 10708; Fin Tech; Chief Wealth Officer; 02/24/2025; 15 hrs per month; 0 hrs during trading hours; consulting on tax calculators and helping understand tax code.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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