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100 Europa Drive Suite 431, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-02-04 |
Branch Locations
100 Europa Drive Suite 431, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Pointe Private Wealth Management | Brighton | MI | 11/2017 | 02/2018 |
| College Funding Consultants | Chapel Hill | NC | 01/2009 | 02/2018 |
| Amphora Wealth Management, Llc | Chapel Hill | NC | 02/2018 | Present |
| Ajm Consulting, Inc. | Chapel Hill | NC | 01/2011 | Present |
| Ajm Consulting, Inc. D/B/A Holistic Insurance Solutions | Chapel Hill | NC | 01/2009 | 02/2018 |
| Management With Gratitude, Inc. | Chapel Hill | NC | 04/2025 | Present |
Management with Gratitude, Inc. not investment-related private residence in Chapel Hill, NC Management of insurance trails, payroll, benefits etc President 4/14/2025 1 hour per month 0-1 hours during trading payroll, taxes Eloheh, LLC not investment-related 5670 US Highway 15 501 N, Pittsboro, NC 27312 personal investment holding company Member 1/7/2025 1 hour per month 0-1 hours during trading general management and operations AJM Consulting, Inc. not investment-related private residence in Chapel Hill, NC consulting/insurance President AJM Consulting, Inc. was originally organized on 1/11/11 as an LLC and later converted to S corporation on 4/30/13. 0 hours per month no hours during trading not actively selling insurance; only receiving trailing commissions
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