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Janet Lynn Matheron

Masonboro Advisors

Wilmington, NC

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Current Employers
Masonboro Advisors

5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-05-23
  • NC RA
    APPROVED
    Since 2023-05-23

Branch Locations

5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glasgow & Associates, Llc Wilmington NC 07/2022 Present
Coldwell Banker Sea Coast Wilmington NC 07/2019 03/2022
Witt O'BRien'S Wilmington NC 09/2018 03/2019
Lumina News Wrightsville Beach NC 02/2018 09/2018
Drucker & Falk Wilmington NC 09/2016 01/2018
Unemployed Wilmington NC 03/2019 07/2019
Capital Investment Advisory Services, Llc Wilmington NC 10/2022 12/2023
Capital Investment Group, Inc. Wilmington NC 03/2022 12/2023
Masonboro Advisors Wilmington NC 03/2022 07/2022
  • 07/2022 → Present
    Glasgow & Associates, Llc
    Wilmington, NC
  • 07/2019 → 03/2022
    Coldwell Banker Sea Coast
    Wilmington, NC
  • 09/2018 → 03/2019
    Witt O'BRien'S
    Wilmington, NC
  • 02/2018 → 09/2018
    Lumina News
    Wrightsville Beach, NC
  • 09/2016 → 01/2018
    Drucker & Falk
    Wilmington, NC
  • 03/2019 → 07/2019
    Unemployed
    Wilmington, NC
  • 10/2022 → 12/2023
    Capital Investment Advisory Services, Llc
    Wilmington, NC
  • 03/2022 → 12/2023
    Capital Investment Group, Inc.
    Wilmington, NC
  • 03/2022 → 07/2022
    Wilmington, NC
Other Businesses

1) MASONBORO ADVISORS, 5815 OLEANDER DR, STE 260, WILMINGTON, NC 28403; WEALTH ASSET MANAGEMENT AND FINANCIAL PLANNING; INVESTMENT RELATED; START 4/2022; MANAGE OFFICE ACTIVITIES AND CLIENT RELATIONSHIP DUTIES; 80 HRS/MON; 40 HRS/MON DURING SECURITIES TRADING HOURS. 2) LICENSED INSURANCE AGENT, SELF EMPLOYED, 5815 OLEANDER DR. STE 260, WILMINGTON, NC 28403; INDEPENDENT INSURANCE AGENT SELLING VARIOUS INSURANCE PRODUCTS EXCEPT FOR VARIABLE ANNUITIES, INVESTMENT RELATED, STARTED 2023; 4 HRS/MON; 0 HRS/MON DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-05-23

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