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110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-21 |
Branch Locations
232 Causeway Drive Unit 2A, Wrightsville Beach, NC 28480 • United States
110 Oakwood Drive Suite 480, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | NC | 10/2013 | 03/2021 |
| Bank Of America, N.A. | Wilmington | NC | 07/2014 | 03/2021 |
| Cetera Advisor Networks | El Segundo | CA | 04/2021 | 06/2024 |
| Docs Ink | Wrightsville Beach | NC | 05/2021 | Present |
| Sea Scape Properties | Wrightsville Beach | NC | 05/2021 | Present |
| Southland Amusements | Wrightsville Beach | NC | 05/2021 | Present |
| Blue Rock Wealth Management, Llc | Winston-Salem | NC | 05/2021 | 01/2022 |
| Three Magnolias Financial Services | Winston Salem | NC | 01/2022 | Present |
| Private Client Services | Wrightsville Beach | NC | 06/2024 | Present |
1) Three Magnolias Financial Advisors. 232 Causeway Drive 2A, Wrightsville Beach, NC 28480. IRA. 40 hrs/mo; 40 during trading hrs. 2) Southland Entertainment. 1611 Castle Hayne Rd, Wilmington, NC 28401. Southland Entertainment provides juke boxes, pool tables, arcade games, and regulated gaming terminals to family entertainment centers, restaurants, gas stations, truck stops, bowling alleys. Administration. It's a family business which I have limited involvement. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) 130 Green Forst Drive, 130 Green Forest Drive, Wilmington, NC 28409. Single family home that I rent out as a long term rental. Owner of the home. 1 hr/mo; 0 during trading hrs. Not investment related. 4) Docs Ink. 232 Causeway Drive, 2C, Wrightsville Beach, NC, 28480. Docs Ink is a medical company that sells telehealth services. Administrative. I have little to no involvement with this company. 1 hr/mo; 0 during trading hrs. Not investment related. 5) Sea Scape Properties. 232 Causeway Drive, 2C, Wrightsville Beach, NC 28480. Short term and long term vacation rentals. Admin. 2 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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