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1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-06 |
| NC | RA | APPROVED | 2012-01-09 |
Branch Locations
1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassia Capital Partners Llc | Washington | NC | 10/2011 | Present |
PARTNER JC3 LLC, Winston Salem, NC 27101, PARTNERSHIP IS INVOLVED IN MULTI-TENANT OFFICE SPACE. MR. HELVEY SERVES AS A MEMBER OF THE BOARD OF DIRECTORS OF THE COCO-COLA BOTTLING CO. CONSOLIDATED AND PIEDMONT FEDERAL SAVINGS BANK. MR. HELVEY IS COMPENSATED AND REQUIRED TO PREPARE AND REGULARLY ATTEND THE DIRECTOR'S MEETINGS. MR. HELVEY ALSO SERVES ON THE BOARD OF ADVISORS FOR VERGER CAPITAL MANAGEMENT. MR. HELVEY IS REQUIRED TO ATTEND ADVISORY BOARD MEETINGS AND IS NOT COMPENSATED IN THIS ROLE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-14 |
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