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311 Green Street Suite 100, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-07-24 |
| NC | RA | APPROVED | 2015-06-26 |
Branch Locations
505 Olive Street, Winston-Salem, NC 27103 • United States
311 Green Street Suite 100, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colhoun, Robins, Davenport & Company, Llc | Winston-Salem | NC | 04/1996 | Present |
| Triad Advisors, Inc. | Winston-Salem | NC | 02/1998 | 08/2021 |
| Durham Coca-Cola Bottling Company | Durham | NC | 04/1998 | Present |
| Crd Properties, Llc | Winston-Salem | NC | 12/1999 | Present |
| Fiduciary Capital Stratford, Llc | Winston-Salem | NC | 06/2015 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2021 | 12/2021 |
1) DURHAM COCA COLA BOTTLING CO.; NON-INVESTMENT RELATED; DURHAM, NC; COKE BOTTLING COMPANY; BOARD MEMBER; 2000; 3 BOARD MEETINGS A YEAR, 5 HRS EACH; THE 3 BOARD MEETINGS; COMPENSATION-YES, PER BOARD MEETING; ATTEND BOARD MEETINGS. 2) CRD PROPERTIES, LLC; NOT INVESTMENT-RELATED; WINSTON-SALEM, NC; RENTAL PROPERTY; PARTNER/OWNER; 12/1999; 4 HRS/MONTH; 0 HRS. DURING TRADING HOURS; PROPERTY MANAGEMENT AND BOOKKEEPING. 3) St. Paul's Episcopal Church, Is Not Investment Related, Church, Committee Member, 2021-07-01, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Discussion allocation of endowment fund income to community non-profit organizations. No control of investments or securities and not an investment client. 4) Colhoun, Robins, Davenport & Co,LLC; investment related; Winston-Salem,NC; financial planning, insurance, investments; partner; 1/1999; 120 hrs/month; 5 hrs during trading; perform financial planning, manage investment assets, assist w/ life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-04 |
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