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311 Green Street Suite 100, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
505 Olive Street, Winston-Salem, NC 27103 • United States
311 Green Street Suite 100, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 05/2014 | 08/2024 |
| Twin City Hive | Winston-Salem | NC | 02/2020 | 04/2020 |
| Coffee Park Airstream | Winston-Salem | NC | 07/2023 | 01/2024 |
| Jt Stratford | Winston-Salem | NC | 01/2024 | Present |
| Ardmore Coffee | Winston-Salem | NC | 06/2018 | 11/2018 |
| Unemployed | Sarasota | FL | 02/2022 | 07/2023 |
| Unemployed | Winston-Salem | NC | 11/2018 | 02/2020 |
| Unemployed | Winston-Salem | NC | 03/2016 | 06/2018 |
| Unemployed | Winston-Salem | NC | 04/2020 | 02/2022 |
Sole Proprietor; Non-investment related; Clemmons, NC; Graphic Art Design; Graphic Art Designer; 08/01/2024; 30 hrs/mo; 0 hrs/mo; Design and sell online art and NFTs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-05 |
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