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2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-26 |
| NC | RA | APPROVED | 2020-05-26 |
Branch Locations
2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altrius Capital Management, Inc | New Bern | NC | 05/2017 | 10/2017 |
| Altrius Capital Management, Inc | New Bern | NC | 03/2017 | 10/2017 |
| Marc Jessup Insurance Services | New Bertn | NC | 09/2013 | 03/2017 |
| Bluesky Wealth Advisors, Llc | New Bern | NC | 06/2019 | Present |
| Unc Kenan-Flagler Business School | Chapel Hill | NC | 01/2017 | 06/2018 |
| Unc Kenan-Flagler Business School | Chapel Hill | NC | 06/2019 | Present |
| Deloitte & Touche, Llc | Raleigh | NC | 10/2018 | 06/2019 |
| Unemployed | Havelock | NC | 11/2017 | 09/2018 |
1. ADJUNCT PROFESSOR, UNC KENAN FLAGLER BUSINESS SCHOOL, CHAPEL HILL, NORTH CAROLINA; NON-INVESTMENT RELATED; START 06/2019. 20-25 HRS SPENT PER MONTH/0 HRS DURING TRADING HOURS. DUTIES: TEACHING AUDIT AND ASSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-26 |
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