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1255 Crescent Green Suite 200, Cary, NC 27518 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-21 |
Branch Locations
1255 Crescent Green Suite 200, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Platform Solutions | Cary | NC | 03/2022 | 09/2022 |
| Yokabitus Law, Pllc Dba Cary Estate Planning | Cary | NC | 10/2018 | Present |
| Nc Planning | Cary | NC | 04/2017 | 10/2018 |
| Stephenson Law Llp | Cary | NC | 09/2013 | 03/2017 |
| Cary Financial Planning, Llc | Cary | NC | 01/2022 | Present |
1. Yokabitus Law, PLLC dba Cary Estate Planning; 155 Parkway Office Ct STE 200 Cary, NC 27518; Estate Planning law firm; Owner, Attorney; Start Date 10/2018; 160 hours per month devoted, 160 hours per month devoted during securities trading. Estate planning. 2. Yokabitus Law, PLLC dba PlanWell Legal; 155 Parkway Office Ct STE 200 Cary, NC 27518; Start Date 04/2021. 3. Yokabitus & Lundberg, PLLC; dba Cary Tax Planning;155 Parkway Office Ct STE 200 Cary, NC 27518; Tax planning law firm providing proactive tax planning services for ; Partner; Start Date 12/2022; 2 hours per month devoted during securities trading. 4. Ocean Eyes, Inc.; 155 Parkway Office Ct STE 200 Cary, NC 27518; Intellectual property holding company for law firms. Owned by Mr. Yokabitus. Mr. Yokabitus engages 0 hours per week to this activity.Start Date 11/14/2022; 0 hours per week devoted; 0 hours per week devoted during securities trading hours. 5. Discovery Legal Marketing, LLC; 155 Parkway Office Ct STE 200 Cary, NC 27518; Marketing company for law firms. Start date: 05/2021; Mr. Yokabitus is 25% Owner of this entity, and he engages 8 hours per month to this activity. 6. CAMP Holdings, LLC; 1033 Wade Ave Suite 104 Raleigh, NC 27605; Investment Related; Real estate office suite rented out; Property Manager; 1 hour per month devoted; 1 hour per month devoted during securities trading; Manages property. 7. Grain Dealers Brewery; Cary, NC; Investment Related; Passive investment through CAMP Holdings, LLC; Passive Investor; Start Date 01/04/2022; 0 hours per month devoted; 0 hours per month devoted during securities trading; Passive investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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