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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-19 |
| NC | RA | APPROVED | 2024-09-25 |
| VA | RA | APPROVED | 2024-05-28 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Forest | VA | 07/1981 | Present |
| Pruco Securities, Llc. | Forest | VA | 07/1981 | 05/2024 |
| Forefront Wealth Partners, Llc | Austin | TX | 05/2024 | Present |
PRIMARY LEASEHOLDER FOR REGISTERED PRIVATE OFFICE POSITION: primary leaseholder NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2019 ADDRESS: 2003 Graves Mill Rd, Suite C, Forest VA 24551, United States DESCRIPTION: primary leaseholder collect rent from other fp's that work in private office CARTER FINANCIAL GROUP INVESTMENT AND WEALTH MANAGEMENT SOLUTIONS POSITION: Partner NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/28/2021 ADDRESS: 2003 Graves Mill Road, Suite A, Forest VA 24551, United States DESCRIPTION: Sales and Service of Insurance and Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-19 |
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