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King, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Winston-Salem | NC | 01/2017 | 02/2026 |
| Forsyth Country Day School | Lewisville | NC | 02/2011 | 05/2024 |
| The Summit Advisory Group | Winston-Salem | NC | 01/2017 | 02/2026 |
| Airbnb | Winston-Salem | NC | 08/2015 | 05/2017 |
| Hanover Square Wealth Advisors Llc | Winston-Salem | NC | 03/2026 | Present |
*JEWETT ACRES,865 WILLIAMS RD,LEWISVILLE,NC 27023,02/20/2021,ONGOING,SHORT TERM VACATION RENTAL,INV REL,OWNER,NOT DURING TRD/HRS,1% *PIVOT MINISTRY,501 MILLER STREET,WINSTON-SALEM,NC 27103-3610,NOT INV REL,NOT DURING TRD/HRS,ONGOING,09/01/2024,MEMBER OF FINANCE COMMITTEE, 1 HR/MTH *WHITAKER CIRCLE, 2600 BUENA VISTA RD, WINSTON SALEM, NC, 27104, ONGOING, NOT INV REL, 04/15/2025, ASSISTANT TREASURER, SUPPORT WHITAKER ELEMENTARY SCHOOL, ATTEND BOARD MEETINGS AND RECONCILE BOOKS, DURING TRD/HRS, 1 HR WK. *WINSTON-SALEM POLICE FOUNDATION, 725 N CHERRY ST, WINSTON SALEM, NC, 27103, ONGOING, NOT INV REL, 01/2026, BOARD MEMBER, DISCUSS NEEDS OF POLICE DEPT AND HELP MEET THEM, NOT DURING TRD/HRS, 1% *FPA OF CHARLOTTE, 1056 KENLEIGH CIRCLE, WINSTON SALEM, NC, 27103, ONGOING, NOT INV REL, 01/2026, BOARD MEMBER, DISCUSS NEEDS OF FPA AND GROW MEMBERSHIP, NOT DURING TRD/HRS, 1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-09 |
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