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Current Employers
Adaptfirst Investments Llc

Kernersville, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-01-05
  • NC RA
    APPROVED
    Since 2021-01-05

Branch Locations

109 East Mountain Street Suite A, Kernersville, NC 27284 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joe Wright Cpa Kernersville NC 09/2013 Present
Adaptfirst Investments Llc Greensboro NC 01/2021 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-04
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04

View on SEC IAPD

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