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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 | 2024-12-17 |
Branch Locations
705 Northeast Drive Suite 16, Davidson, NC 28036 • United States
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Davidson | NC | 09/2010 | 08/2017 |
| Concourse Financial Group Securities Inc | Davidson | NC | 08/2017 | 12/2024 |
| (Dba) Wealthplan Financial Partners | Davidson | NC | 09/2010 | 09/2017 |
| (Dba) Davis & Davis Financial Partners | Davidson | NC | 09/2017 | Present |
| Capital Investment Group, Inc | Raleigh | NC | 12/2024 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 12/2024 | Present |
1. (dba) DAVIS & DAVIS FINANCIAL PARTNERS; Investment Related; 705 Northeast Drive, Suite 16, Davidson NC 28036; Financial Planning; Managing Partner / Financial Planner; Start Date 09/2017; 200 hours per month with 130 hours per month occurring during trading hours; Doing Business As name (DBA); Provide insurance and planning products and services, offer annuity (fixed, equity indexed, and variable) and disability insurance as well as Mutual Funds. 2. K R DAVIS ENTERPRISES INC; Non-Investment Related; 705 Northeast Drive, Suite 16, Davidson NC 28036; Owner - Holding Account; Start Date 01/2015; No hours per month; Holding account for cash. 3. DAVIS FINANCIAL GROUP; Non-Investment Related; 705 Northeast Drive, Suite 16, Davidson NC 28036; LLC Real Estate; Managing Partner; Start Date 04/2002; No hours per month; LLC owns our office space. 4. POA; Non-Investment Related; Statesville, NC; Power of Attorney (POA); Start Date 11/2021; No hours per month; Power of Attorney (POA) for my wife. 5. LLMGT - LAURA LAWS MEMORIAL GOLF TOURNAMENT; TRUSTEE; RAOSE FUNDS ANNALLY TO FUND SCHOLARSHIPS & LOCAL NON-PROFITS; ONE OF 5 DECISION MAKERS TO FUND THE SCHOLARSHIPS/NON-PROFITS; NON-BUSINESS RELATED; 20 HRS IN SEPTEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-15 |
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