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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-05 |
| NC | RA | APPROVED | 2023-09-29 |
Branch Locations
809 Green Valley Road Ste 102, Greensboro, NC 27408 • United States
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 |
|---|---|---|---|---|
| Woodmen Of The World Life Insurance Society | Omaha | NE | 06/2010 | 05/2018 |
| The Prudential Insurance Company Of America | Greensboro | NC | 06/2018 | 12/2020 |
| Allstate Insurance Co | Winston Salem | NC | 12/2020 | 08/2023 |
| Triad Wine & Gifts Inc | Kernersville | NC | 09/2005 | 08/2023 |
| Guilford County Board Of Elections | Greensboro | NC | 03/2016 | 08/2023 |
| Business Network International | Charlotte | NC | 03/2017 | 08/2023 |
| Edward Jones | St Loujis | MO | 08/2023 | Present |
| Colonial Life | Winston-Salem | NC | 09/2019 | 08/2023 |
| Columbus Life | Winston-Salem | NC | 10/2008 | 08/2023 |
| Trilogy Investment Group Inc | Kernersville | NC | 09/2008 | 08/2023 |
Trilogy Investment Group Type of business: Sales of Health Insurance Location: Kernersville, NC Position: Owner Start date: 09/01/2008 Hours per week: 0 Hours during trading: 0 Responsibilities: This is an S-Corporation formed when I was an independent agent for tax purposes. It only receives residual income from past sales. I have no active participation at this time. **** Triad Wine & Gifts Type of business: retail Location: Kernersville, NC Start date: 9/1/2005 Position: Owner hours per week: 0 hours during trading: 0 Responsibilities: This business was set up for retail sales on food, gifts and household item on-line. My wife, Paula, handles all of the day-to-day operations of the business. I only handle the bookkeeping, I do not have any daily involvement in the business. **** Guilford County Board of Elections Type of business: Government and Civic Greensboro, NC Start date: 3/1/2016 Election Day Worker Hours per week: 0 Hours during trading: 0 I work for the Board of Elections during election days helping people at the polls. **** "Business Networking International Type: Referral Marketing & Training Date: 03/01/17 Title: Chapter Success Coach Trad Hrs: 0 Tot Hrs: 3 Desc: My duties include helping existing networking groups in the area with their administration and training. There are no financial aspects of this business. My role is not industry related. City-State: Charlotte NC" **** "Triad Wine & Gifts Type: Sales of retail items Date: 09/01/05 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: This business was set up for retail sales on food, gifts and household item on-line. My wife, Paula, handles all of the day-to-day operations of the business. I only handle the bookkeeping, I do not have any daily involvement in the business. City-State: Kernersville NC" Aetna Hartford, CT Start date: 9/1/2018 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Ameritas Lincoln, NE Start date: 9/1/2018 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Colonial Life Columbia, SC Start date: 9/1/2019 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Columbus Life Cincinnato, OH Start date: 10/1/2008 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-29 |
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