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1741 Tiburon Drive, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Murchison, Taylor & Gibson, Pllc | Wilmington | NC | 08/2012 | 12/2023 |
| Live Oak Private Wealth, Llc | Wilmington | NC | 01/2024 | Present |
(1) Owner of short term rental property in Atlantic, NC; Non-investment related; Serves as Co-Owner with husband and property manager and conducts business from primary residence (2501 Canterbury Rd, Wilmington, NC 28403); Property has been in service as a short term since 2023; Spends approx. 50-100 hours per year for this activity, none of which are during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
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