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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-06-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-06-01 |
Branch Locations
4009 Village Park Drive, Knightdale, NC 27545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Financial Group Inc | Raleigh | NC | 03/1992 | Present |
| Capital Analysts, Incorporated | Raleigh | NC | 01/1998 | Present |
| Lincoln Investment | Knightdale | NC | 06/2012 | Present |
| Lots Unlimited | Knightdale | NC | 12/2013 | Present |
| Creekbottom Llc | Knightdale | NC | 01/1994 | Present |
| Donald F. Hadley-Insurance Agent | Knightdale | NC | 12/1986 | 09/2022 |
APPLIED VISION WORKS, INC. POSITION: Coach NATURE: Coaching & Consulting, Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 45 START DATE: 01/01/2005 ADDRESS: 4009 Village Park Drive, Knightdale NC 27545, United States DESCRIPTION: Business consulting on topics of leadership, strategic planning, teams including workshops. DBA for Lincoln business CREEKBOTTOM LLC POSITION: Owner NATURE: holding company for real estate companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1994 ADDRESS: 4009 Village Park, KNightdale NC 27545, United States DESCRIPTION: Writing Fictional Books and Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-27 |
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