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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2023-08-03 |
| IN | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED_RES | 2023-02-16 |
| NY | RA | APPROVED | 2021-04-01 |
| NC | RA | APPROVED | 2019-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Raleigh | NC | 02/2014 | 10/2017 |
| The Prudential Insurance Company Of America | Raleigh | NC | 02/2014 | 10/2017 |
| Hunter Insurance & Financial Services | Greensboro | NC | 03/2016 | 10/2017 |
| Innovation Partners Llc | Charlotte | NC | 10/2017 | 10/2019 |
| Byers Wealth Strategies - Insurance Brokerage | Greensboro | NC | 10/2017 | Present |
| Adaptfirst Investments Llc | Greensboro | NC | 10/2019 | Present |
Melo Ha Goyim Hebrew Christian Learning Center~4370 Old Walkertown Rd, Winston Salem, NC 27105~non-profit/religous org~N~Chairman of Finance Committee~09/2007~20 hrs/mo~0 trading hrs/mo| Rental Property~1111 Highstone Drive, Greensboro, NC 27406~Rental Property~N~Owner~2/2014~1 hrs/mo~0 James C Byers II, Musician~906 Wild Wolf Dr, Greensboro, NC 27406~Music~N~Musician~06/2016~16 hrs/mo~40 trading hrs/mo Taylor Insurance and Nationwide - 1400 Battleground Ave Ste 209D Greensboro NC 27408; Fixed Life producer; commission only; 6/1/2018; 10hrs/wk outside normal trading hours North Carolina A&T State University - 1601 E Market St, Greensboro, NC 27411; Adjunct Professor, Started 1/5/2022, 20hrs/month outside normal trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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