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3110 Edwards Mill Road Ste 150, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-07-26 |
Branch Locations
3110 Edwards Mill Road Ste 150, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgladrey Wealth Management Llc | Raleigh | NC | 12/2000 | 12/2016 |
| Townsend Asset Management Corp | Raleigh | NC | 01/2017 | Present |
SINCE 1994 I AM OWNER, PARTNER & MANAGING MEMBER OF 3 RENTAL REAL ESTATE HOLDINGS & INVESTMENT FIRMS LOCATED AT 3208B CRANDON LN, RALEIGH, NC. THESE FIRMS ARE MAW PROPERTIES LLC (99% OWNER), TAAB VENTURES LLC (50% OWNER) & COREY-ASHLEY LLC (66% OWNER). 10% OF MY TIME IS DEVOTED TO THESE INVESTMENT RELATED BUSINESSES. NO TIME IS DEVOTED TO BUSINESSES DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-23 |
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