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380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-25 |
| NC | RA | APPROVED | 2023-01-07 |
Branch Locations
Winston-Salem, NC • United States
380 Knollwood Street Suite 410, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scholar Financial Advising | Winston-Salem | NC | 12/2022 | Present |
| Wake Forest University | Winston-Salem | NC | 08/2008 | Present |
WAKE FOREST UNIVERSITY NOT INVESTMENT-RELATED 1834 WAKE FOREST RD, WINSTON-SALEM, NC 27109 PRIVATE UNIVERSITY PROFESSOR AUGUST 2008 40 HOURS PER WEEK BETWEEN SEPTEMBER AND MAY 10-30 HOURS PER WEEK DURING TRADING, VARIES BY SEMESTER DESIGN AND TEACH 6 COURSES PER YEAR, MENTOR STUDENTS, PERFORM RESEARCH, SERVE ON COLLEGE AND UNIVERSITY COMMITTEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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