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4509 Creedmoor Road Suite 201, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-02-11 |
Branch Locations
4509 Creedmoor Road Suite 201, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| Grove Point Investments, Llc. | Bethesda | MD | 10/2013 | 05/2025 |
| College Admission & Funding | Wake Forest | NC | 10/2014 | Present |
| Wake Wealth Management Co. | Raleigh | NC | 02/2013 | Present |
| Uber | Franklinton | NC | 02/2021 | 06/2024 |
| Independent Insurance | Franklinton | NC | 01/2008 | Present |
| Lpl Financial Llc | Franklinton | NC | 05/2025 | Present |
1. 5/2025 - (Hybrid) Wake Wealth Management Co - Registered Investment Advisor Hybrid - INV REL - At Reported Business Location - Start Date 10/01/2013 - 173hrs/MTH 2. 5/2025 - Philip M Giordano - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 10/01/2017 - 10hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-29 |
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