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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-14 |
Branch Locations
4350 Lassiter At North Hills Suite 330, Raleigh, NC 27609 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-15 |
Branch Locations
4350 Lassiter At North Hills Ave Suite 240, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Point University | High Point | NC | 08/2016 | 05/2017 |
| Broad Run Golfers Club | West Chester | PA | 05/2017 | 08/2017 |
| High Point University | High Point | NC | 08/2017 | 05/2018 |
| Patriot Wealth Management | Raleigh | NC | 06/2018 | Present |
| Retirement Wealth Advisors | Raleigh | NC | 06/2018 | Present |
| Formulafolio Investments, Inc. | Raleigh | NC | 06/2018 | 12/2021 |
| Patriot Wealth Management | Raleigh | NC | 05/2019 | Present |
| Brookstone Capital Management | Wheaton | IL | 01/2022 | Present |
PATRIOT WEALTH MANAGEMENT INC.; INVESTMENT RELATED; 4350 LASSITER AT NORTH HILLS, SUITE 240, RALEIGH, NC 27609; FINANCIAL PLANNING, INVESTMENT ADVISORY, AND INSURANCE SALES; ASSOCIATE FINANCIAL PLANNER; STARTED 06/2018; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL PLANNING, INVESTMENT ADVISORY SERVICES, AND SALE OF INSURANCE PRODUCTS OFFERED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-17 |
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