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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-16 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-16 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Group, Ltd | Raleigh | NC | 05/2024 | Present |
| Physicians Financial Services, Inc. | Raleigh | NC | 01/2024 | Present |
| Unemployed | Raleigh | NC | 12/2023 | 01/2024 |
| United States Navy | Washington | DC | 11/2013 | 11/2023 |
1) THE WEALTH GROUP, LTD & PHYSICIANS FINANCIAL SERVICES, INC. - FINANCIAL ADVISOR FOR RALEIGH, NC BASED AFFILITIES; DEVOTES APPROXIMATELY 170 HOURS/MONTH, OF WHICH APPROXIMATELY136 HOURS/MONTH ARE DURING TRADING HOURS; INVESTMENT-RELATED; STARTED 01/2024 WITH PHYSICIANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-02 |
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