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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-02 |
Branch Locations
1350 East Arlington Blvd. Suite A, Greenville, NC 27858 • United States
Southern Pines, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 07/2024 | Present |
| Bradford Creek Public Golf Course | Greenville | NC | 06/2017 | 08/2017 |
| Bradford Creek Public Golf Course | Greenville | NC | 06/2018 | 08/2018 |
| Jh Rose High School | Greenville | NC | 08/2017 | 06/2018 |
| Jh Rose Highschool | Greenville | NC | 08/2018 | 06/2019 |
| Bradford Creek Public Golf Course | Greenville | NC | 06/2019 | 08/2019 |
| Barton College | Wilson | NC | 08/2019 | 05/2020 |
| Unemployed | Greenville | NC | 06/2020 | 08/2020 |
| Barton College | Wilson | NC | 08/2020 | 05/2021 |
| Unemployed | Greenville | NC | 05/2021 | 08/2021 |
| Jh Rose Highschool | Greenville | NC | 08/2016 | 06/2017 |
| Barton College | Greenville | NC | 08/2021 | 05/2022 |
| Tyler Curlee | Greenville | NC | 05/2022 | 08/2022 |
| Barton College | Greenville | NC | 08/2022 | 05/2023 |
| Tyler Curlee | Greenville | NC | 05/2023 | 08/2023 |
| Barton College | Wilson | NC | 08/2023 | 05/2024 |
| Sportfive | Raleigh | NC | 05/2023 | 05/2023 |
| Lincoln Investment | Fort Washington | PA | 10/2024 | Present |
| Capital Analysts | Fort Washington | PA | 10/2024 | Present |
CURLEE FINANCIAL LLC POSITION: Salaried Financial Professional, Agent NATURE: Financial Services & Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 11/01/2024 ADDRESS: 1804 Bloomsbury Road, Greenville NC 27858, United States DESCRIPTION: Sales and service of fixed insurance business. Through Lincoln, a financial advisor giving presentations in schools, meeting with clients when approved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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