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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2025-06-20 |
Branch Locations
5455 Spencer Court, Suite 102, Wildwood, FL 34785 • United States
Valdese, NC • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Figment, Inc. | Toronto | 06/2021 | 02/2024 | |
| Radius Law Group | Charlotte | NC | 04/2010 | Present |
| Foundations Investment Advisors, Llc | Charlotte | NC | 08/2023 | 07/2024 |
| Alloy Investment Management | Charlotte | NC | 08/2023 | 06/2024 |
| Lfg Advisors Inc | Hickory | NC | 07/2024 | 06/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2024 | 06/2025 |
| Cs Planning Corp. | Portland | OR | 06/2025 | Present |
| Elmberry Wealth Management, Inc. | Hickory | NC | 10/2024 | Present |
1.) Elmberry Wealth Management, Inc; No, Investment Related; 823 1st Avenue SW, Hickory, NC 28602; Insurance Sales; Senior Advisor; Start Date 07/2024; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2.) Radius Law Group; Not Investment Related; 823 1st Avenue SW, Hickory, NC 28602; Law; Lawyer; Start Date 09/2010; Approx. 10 hours a month; Approx. 10 hours during trading; Estate Planning and asset protection planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
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