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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-05 |
Branch Locations
109 East Mountain Street Suite A, Kernersville, NC 27284 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe Wright Cpa | Kernersville | NC | 09/2013 | Present |
| Adaptfirst Investments Llc | Greensboro | NC | 01/2021 | Present |
Joe Wright CPA, non-investment related, 109 A East Mountain St, Kernersville, NC 27284, Accounting and Tax Preparation, Formed 2013, President, 40 hours per week Wright Financial Services, investment related, 109 A East Mountain St, Kernersville, NC 27284, Insurance Sales, Financial Planning, and Advisory Business through AdaptFirst Investments LLC, Insurance Agent and IAR, 2021, 2 Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-04 |
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