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2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-19 |
Branch Locations
2501 Blue Ridge Rd Suite 300, Raleigh, NC 27607 • United States
2138 Priest Bridge Court Suite 1, Crofton, MD 21114 • 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 |
|---|---|---|---|---|
| Western Southern Life | Raleigh | NC | 02/2016 | 09/2017 |
| W&S Brokerage Services, Inc. | Raleigh | NC | 09/2016 | 10/2017 |
| Simplicity Wealth | Morrisville | NC | 05/2019 | 01/2020 |
| Ohio National Financial Services | Cincinnati | OH | 11/2017 | 06/2018 |
| Asset Protectors And Advisors | Morrisville | NC | 07/2018 | 06/2020 |
| Southern Bank | Clinton | NC | 08/2020 | 06/2022 |
| Infinex Investments, Inc. | Clinton | NC | 10/2020 | 06/2022 |
| Brightpath Wealth Advisors Llc | Crofton | MD | 07/2022 | Present |
| Sole Proprietor | Crofton | MD | 01/1996 | Present |
1.) Sole Proprietor; Yes; Crofton, MD; Insurance; Insurance Agent; 01/1996; 50%; 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
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