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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2026-05-27 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Greensboro | NC | 12/2017 | 10/2023 |
| Valic Financial Advisors, Inc. | Greensboro | NC | 03/2018 | 10/2023 |
| R2L | Denver | NC | 11/2017 | Present |
| Foster Financial Group, Llc | Maiden | NC | 08/2024 | Present |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 05/2026 | Present |
| A4 Wealth Advisors Llc | Huntersville | NC | 05/2026 | Present |
| Colliegate Sports Of America Prepstar | Hickory | NC | 06/2016 | 11/2017 |
| Agia | Houston | TX | 12/2022 | 10/2023 |
| Hornor, Townsend, & Kent, Llc | Wilmington | DE | 12/2023 | 05/2026 |
| Penn Mutual Insurance Company | Horsham | PA | 09/2023 | Present |
(1) R2L (Refuse to Lose); No; Denver, NC; Football Camps and training; Owner/Coach; 11/2017; 16 HRS MO; 0/ HRS MO; (2) Penn Mutual Life Insurance Company; Yes; Horsham, NC; Insurance services; Insurance Agent; 09/2023; 20/ HRS MO; 20/ HRS MO (3) World Wide Financial Solutions, LLC dba A4 Insurance Solutions; Yes; Huntersville, NC; Insurance services; Insurance Agent;05/2026; 20/ HRS MO; 20/ HRS MO (4) Foster Financial Group, LLC; Yes; Maiden, NC; Consulting; Owner; 08/2024; Less than 1 HR/ MO; 0/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-14 |
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