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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-02-19 |
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-02-16 |
| NY | RA | APPROVED | 2021-03-20 |
| NC | RA | APPROVED | 2019-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Columbia | SC | 03/2016 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Columbia | SC | 03/2016 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2017 | 09/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | 09/2019 |
| Adaptfirst Investments Llc | Greensboro | NC | 09/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | POSITION HELD: AGENT- | START DATE: 2017 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 50 HOURS SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC 2) GREAT LAWN CARE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 711 SUMMIT AVE. GREENSBORO, NC 27405 | START DATE: 8/1/2017 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: 20 | DESCRIPTION OF DUTIES: LANDSCAPING SERVICES. OVERSEE EMPLOYEES , LABORERS, UPKEEP OF EQUIPMENT, ETC. 3) NC FUSION LACROSSE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EVENT SPECIALIST | START DATE: 3/10/2019 | NATURE OF ACTIVITY: SPORTS SERVICE INDUSTRY | APPROX HRS PER MTH: 40 DESCRIPTION OF DUTIES: COORDINATE TOURNAMENTS AND EVENTS FOR LACROSSE PLAYERS IN GREENSBORO, NC 4) ROSEMARY IRELAND CPA | INVESTMENT RELATED: NO | POSITION HELD: TAX PREPARER | START DATE: 12/1/2021 | NATURE OF ACTIVITY: PREPARE TAX RETURNS | APPROX HRS PER MOTH: 35 DESCRIPTION OF DUTIES: PREPARE TAX RETURNS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-26 |
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