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200 Statesville Blvd #1001, Salisbury, NC 28144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-15 |
Branch Locations
200 Statesville Blvd #1001, Salisbury, NC 28144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falcon Investment Strategies, Llc | Salisbury | NC | 08/2022 | Present |
| Professional Golfer/Caddie | Charlotte | NC | 05/2014 | 01/2019 |
| Yancey Realty | Charlotte | NC | 01/2019 | 05/2021 |
| Insurance Agent | Salisbury | NC | 05/2021 | Present |
1) Independent Insurance Agent, investment related, Salisbury, NC; Insurance; Licensed Life/Health/Medicare Agent; 80 hours/month, 4 hrs/day during trading hours. 2) AGWW&T Properties LLC, not investment related, Salisbury, NC; Real estate holding company; 4 hrs/month, 2% of time spent daily; Buying, selling, acquiring real estate. 3) Trident Property Group, LLC, not investment related, Salisbury, NC; Real estate holding company; 6 hrs/month, 2% of time spent daily; Buying, selling, acquiring real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-04 |
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