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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-04-26 |
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
345 Corporate Center Court, Stockbridge, GA 30281 • United States
37 Lagrange Street, Newnan, GA 30263 • United States
2011 Commerce Drive, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 04/2021 |
| 3Clane Farms Family Limited Partnership | Stockbridge | GA | 11/2002 | Present |
| 3Clane Holdings, Llc | Stockbridge | GA | 11/2002 | Present |
| The Pyke Family Limited Partnership | Stockbridge | GA | 06/2005 | 12/2017 |
| Pyke Enterprises, Llc | Stockbridge | GA | 01/2010 | 08/2017 |
| Cr Reliance Properties, Llc | Stockbridge | GA | 03/1999 | Present |
| Kp&B Tax Planning, Llc | Stockbridge | GA | 12/2006 | 10/2024 |
| Docuclub, Llc | Stockbridge | GA | 05/2012 | 09/2024 |
| Long Term Care Insurance Solutions, Llc | Stockbridge | GA | 12/2013 | 12/2019 |
| Asset & Risk Management, Llc | Stockbridge | GA | 01/2011 | Present |
| Pyke, Presley & Associates, Pc | Stockbridge | GA | 03/1996 | Present |
| Stewardship Capital Management, Llc | Stockbridge | GA | 07/2014 | 08/2019 |
| Stewardship Financial Advisors, Llc | Stockbridge | GA | 07/2014 | 04/2021 |
| Charles B. Pyke, Jr., With Berkshire Hathaway Home | Stockbridge | GA | 05/2016 | Present |
| 3Clane Family Foundation | Stockbridge | GA | 09/2013 | Present |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 04/2021 | Present |
(1)Name: PYKE, PRESLEY AND ASSOCIATES PC Not Investment-Related: Address: 340 CORPORATE CENTER CT STOCKBRIDGE GA 30281 Nature: LAW FIRM THAT ASSISTS WITH ESTATE PLANNING Position/Title: Attorney; Start: 1996 Hours/Month: less than 40 Hours during Market Hours: Duties: Attorney practicing law (2) CR RELIANCE PROPERTIES LLC, NOT INVESTMENT RELATED, ADDRESS: 340 CORPORATE CENTER CT STOCKBRIDGE GA 30281, COMMERCIAL REAL ESTATE RENTAL, START MARCH 1999, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, CO-OWNER / MANAGING MEMBER, BUY, SELL AND MAINTAIN REAL ESTATE INVESTMENTS. (4) OWNER OF ASSET & RISK MANAGEMENT, LLC, AN INSURANCE AGENCY THAT RECEIVES COMMISSIONS, START JANUARY 2011, 1 HOUR PER WEEK - VARIES DURING TRADING HOURS, PRESIDENT. (5) REAL ESTATE AGENT, NOT INVESTMENT RELATED: ADDRESS: Private residence NATURE OF BUSINESS: REAL ESTATE START DATE: 05/09/2016 POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENT APX NUMBER OF HOURS PER WEEK: 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL REAL ESTATE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-06 |
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