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Angier, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers Service Marketing Group | Providence | RI | 09/2015 | 09/2016 |
| Srhincome | Manchester | NH | 02/2016 | 07/2017 |
| Lifetime Financial Inc | Newport Beach | CA | 08/2017 | 11/2023 |
| Aris Capital Strategies, Llc | Raliegh | NC | 11/2023 | Present |
| Agent Value Proposition, Llc | Raliegh | NC | 03/2018 | Present |
Steven Ronald Hoak is an independent licensed insurance agent and the President of Agent Value Proposition, LLC. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. ARIS Capital Strategies, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of ARIS Capital Strategies, LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-07 |
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