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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-11 |
| SC | RA | APPROVED | 2025-04-10 |
| MD | RA | APPROVED | 2025-04-08 |
| NC | RA | APPROVED | 2025-04-08 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
3101 Industrial Drive Suite 110, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Raleigh | NC | 06/1992 | 01/2020 |
| Fsc Agency | Atlanta | GA | 06/1992 | 01/2020 |
| Fsc Securities Corporation Ria | Atlanta | GA | 06/1992 | 01/2020 |
| Investment Planning & Management | Raleigh | NC | 07/1999 | Present |
| Fsc Securities Corporation Ria | Atlanta | NC | 01/2005 | 01/2020 |
| Fsc Agency | Atlanta | GA | 06/1992 | 01/2020 |
| Lion Street Financial | Raleigh | NC | 01/2020 | Present |
| Csenge Advisory Group, Llc | Raleigh | NC | 01/2020 | Present |
| Navitas Wealth Advisors | Raleigh | NC | 01/2020 | 04/2025 |
| Integrity Alliance, Llc. | Raleigh | NC | 11/2025 | Present |
1.HAROLD D COOLEY II POSITION: Owner NATURE: Rental Properties & Solar Farm 4820 Sykes Road, Nashville, NC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1984 ADDRESS: 2419 Beechridge Road, Raleigh NC 27608, United States DESCRIPTION: Owner- supervise the management of the rental properties Solar Farm is a triple Net Lease 2.CSENGE ADVISORY GROUP POSITION: 1099 employee NATURE: Investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/31/2020 ADDRESS: 4755 East Bay Drive, Clear Water Florida FL 33764, United States DESCRIPTION: Investment advisory services for individuals and businesses 3.INVESTMENT PLANNING & MANAGEMENT POSITION: Owner NATURE: Term, permanent life insurance, fixed annuities, disability insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/1999 ADDRESS: 3101 Industrial Drive, Suite 110, Raleigh NC 27608, United States DESCRIPTION: Meeting with clients, gathering client information, assessing any insurance needs- shop coverage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-15 |
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