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Pinehurst, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-04-13 |
| NC | RA | APPROVED | 2019-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Atlantic Securities, Inc. | Southern Pine | NC | 03/1995 | 07/2018 |
| Granville Financial, Inc. | Pinehurst | NC | 11/1988 | Present |
| Mid-Atlantic Securities, Inc. | Raleigh | NC | 09/2001 | 06/2018 |
| Granville Wealth Management, Inc. | Pinehurst | NC | 08/2019 | Present |
GRANVILLE FINANCIAL, INC. - INSURANCE BUSINESS SINCE 1987, LOCATION: 110-C APPLECROSS ROAD, PINEHURST, NC 28374. THIS BUSINESS INVOLVES RECOMMENDATIONS FOR LIFE INSURANCE AND ANNUITIES,RECEIVE COMMISSIONS, SPEND ABOUT 20 HOURS A MO. ON THIS. TAX PREPARATION, SELF EMPLOYED, REC. FEES, SINCE 1990,SPEND ABOUT 40 HOURS A MONTH DURING TAX SEASON. TRUSTEE OR EXECUTOR FOR A FEW ACCOUNTS SINCE 2007 AND RECEIVE A FEE, SPEND ABOUT 10 HOURS A MO. MANAGING FINANCIAL AFFAIRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-28 |
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