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201 State Street, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dmj Wealth Advisors, Llc | Greensboro | NC | 09/2019 | 04/2021 |
| Dmj Wealth Advisors | Greensboro | NC | 09/2016 | 04/2021 |
| Dmj | Greensboro | NC | 06/2009 | 09/2016 |
| Beacon Pointe Advisors, Llc | Greensboro | NC | 05/2021 | 04/2022 |
| Fund Direct Advisors Inc. | Greensboro | NC | 05/2022 | Present |
| Integrated Tax Solutions | Greensboro | NC | 04/2023 | Present |
INTEGRATED TAX SOLUTIONS; NOT INVESTMENT-RELATED; NORTH CAROLINA; FOUNDER / PARTNER; 2023; APPROXIMATELY 60 HRS/MO, 40 HRS/MO OUTSIDE TRADING HOURS; TAX SOLUTIONS COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
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