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7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-20 |
| NC | RA | APPROVED | 2014-02-21 |
Branch Locations
7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeplan Tax And Insurance Group, Inc | Raleigh | NC | 08/2012 | Present |
| Lifeplan Investment Advisors, Inc. | Raleigh | NC | 02/2014 | Present |
| Eqis Capital Management | San Rafeal | CA | 03/2014 | 12/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | 11/2021 |
LifePlan Tax & Insurance Group, INC. - Owner and Agent. 10/2014 to Present. Investment Related. 7201 Creedmoor Rd, Suite 147, Raleigh, NC 27613. Spend 10 hrs/month on this activity, 10 hrs/month during normal trading hours. Duties include placement of insurance products as agent. Sole Proprietor; Real Estate sales not investment related; 2001 Angelwing Ct. Raleigh, NC 27613. Real Estate sales; Broker; Owner; Broker; 3/19/2013 to Present. Spend less than 1 hr/month on this activity, 0 hrs during normal trading hours. Real Estate Agent for the sale of homes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-06 |
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