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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-04-21 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2008 | 04/2017 |
| Insight Folios | Bedford | NH | 04/2017 | Present |
| Applied Strategies For Wealth Mgmt | Bedford | NH | 04/2007 | Present |
| Beacon Capital Distributors Inc | Akron | OH | 07/2014 | 04/2017 |
Applied Strategies for Wealth Management. Investment Related. 93 Cambridge Rd, Bedford, NH, 03110. Insurance and Annuity Sales. Insurance Producer with the company since 4/2007. 30 hours per month in the activity of soliciting and selling insurance products. This activity consumes approximately 5 hours per month during trading hours. Clients are in no way required to purchase insurance products. B&B Income Tax Services, LLC. Not Investment Related. 78 Brookside Rd, Westford, MA 01886. Tax Preparation. Owner since 7/2014. 10 hours per month. This activity consumes approximately 4 hours per month during trading hours. Clients are in no way required to use these services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-05 |
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