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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-05 |
| NC | RA | APPROVED | 2021-06-20 |
| FL | RA | APPROVED | 2019-07-19 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-19 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh | NC | 09/1987 | Present |
| Capital Investment Brokerage, Inc. | Raleigh | NC | 04/1997 | Present |
| Physicians Financial Services, Inc. | Raleigh | NC | 01/1984 | Present |
| Capital Investment Counsel, Inc. | Raleigh | NC | 09/1987 | 02/2021 |
| The Wealth Group, Ltd | Raleigh | NC | 09/2010 | Present |
1. PHYSICIANS FINANCIAL SERVICES, INC. PRESIDENT/INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT ADVISORY FIRM. 100 E. SIX FORKS ROAD SUITE 200 RALEIGH, NC. INVESTMENT-RELATED. STARTED 1984. 2. CAPITAL INVESTMENT GROUP, INC. - REGISTERED REPRESENTATIVE. BROKER-DEALER. 100 E. SIX FORKS ROAD SUITE 200, RALEIGH, NC . INVESTMENT-RELATED. STARTED 1987. 3. CAPITAL INVESTMENT BROKERAGE, INC. - REGISTERED REPRESENTATIVE. BROKER-DEALER. 100 E. SIX FORKS ROAD, SUITE 200 RALEIGH, NC. INVESTMENT-RELATED. STARTED 1997. 4. THE WEALTH GROUP, LTD. PRESIDENT/INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT ADVISORY FIRM. 100 E. SIX FORKS ROAD SUITE 200 RALEIGH, NC. INVESTMENT RELATED. STARTED 9/2010. 5. INSURANCE AGENT. INDEPENDENT AGENT PROVIDING INSURANCE SALES AND SERVICING. 100 E. SIX FORKS ROAD SUITE 200, RALEIGH, NC. NON-INVESTMENT RELATED. STARTED 11/1983. 6. MCDONALD FAMILY PARTNERSHIP, MANAGER. PARTNERSHIP FOR FAMILY REAL ESTATE. PERSONAL RESIDENCE RALEIGH, NC. NON-INVESTMENT RELATED. STARTED 1996. 7. BOATSLIP, LLC. MANAGER. LLC FOR PERSONAL BOAT SLIP. MOREHEAD CITY, NC. NON-INVESTMENT RELATED. STARTED 2009. 8. THE NORTH CAROLINA SOCIETY OF THE CINCINNATI. ASSISTANT TREASURER. CHARITABLE ORGANIZATION THAT CONTRIBUTES MONEY THROUGH GRANTS FOR HISTORICAL CAUSES. 2511 FAIRVIEW ROAD, RALEIGH, NC 27608. 1 HR/WK, 0 HRS DURING NORMAL TRADING HRS. INVESTMENT RELATED ACTIVITY. STARTED 01/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-24 |
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