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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
| NC | RA | APPROVED | 2018-05-09 |
Branch Locations
Winston Salem, NC • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Retirement Planning, Inc. | Durham | NC | 05/2018 | Present |
| Insurance Advisor Associates, Inc. | Durham | NC | 09/2017 | 05/2021 |
| H.E. Scheil & Associates, Inc. | Durham | NC | 05/2017 | 05/2021 |
| H.E. Scheil & Associates, Inc. | Durham | NC | 05/2016 | 12/2016 |
| Campus Recreation | Chapel Hill | NC | 01/2014 | 05/2017 |
| University Of North Carolina-Chapel Hill | Chapel Hill | NC | 08/2013 | 05/2017 |
| Damis, Inc. | Durham | NC | 05/2021 | Present |
| Damis, Inc. | Durham | NC | 05/2026 | Present |
(1) DAMIS, INC.; INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND ADVISING; DURHAM, NC; START 05/2021; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS ACTIVITY. (2) PI LAMBDA PHI OMEGA BETA ALUMNI ASSOCIATION; NOT INV REL; FRATERNAL ORGANIZAIONT/TREASURER; MANAGE AND MAINTAIN THE FINANCES FOR THE ORGANIZATION; RALEIGH, NC; 5 HRS/MO; NO COMPENSATION. (3) DAMIS, INC.; ENROLLED AGENT; NOT INVESTMENT RELATED; TAX PREPARATION AND RESOLUTION; DURHAM, NC; START 05/2026; APPROXIMATELY 5% OF TIME SPENT IN THIS BUSINESS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-29 |
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