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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-05-14 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
833-I Durham Road, Wake Forest, NC 27587 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangle Health Plans Inc | Durham | NC | 03/2007 | Present |
| Principal Life Ins Co | Wake Forest | NC | 03/2012 | Present |
| Princor Financial Services | Wake Forest | NC | 03/2012 | Present |
| Triangle Financial Group | Wake Forest | NC | 03/2007 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/2013 | Present |
1. TRIANGLE HEALTH PLANS, INC., SINCE 03/2007, PRESIDENT, OWNER, HEALTH, MEDICAL SUPPLEMENT, DENTAL, DISABILITY,LONG TERM CARE, 25 HR. MO. 0 DURING SECURTIES TRADING. 2. KPW Holdings LLC, Rental Property. Owner . Rental Property. Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-13 |
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