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219 E Chatham St Suite 203, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Plans Capital Management | Cary | NC | 04/1998 | Present |
| Tax Advisors Of Cary, Llc | Cary | NC | 01/2010 | Present |
| Great Plans Capital Management, Llc | Cary | NC | 09/2025 | Present |
GREAT PLANS CAPITAL MANAGEMENT, LLC, 140 PRESTON EXECUTIVE DRIVE, SUITE 100K, CARY NC 27513- OWNER,RIA - FIN. PLANNING CO.- I FOUNDED THE COMPANY IN APRIL OF 1998- DUTIES INCLUDE FACT FINDING, PLAN WRITING, OFFERING FINANCIAL ADVICE & ASSET ALLOCATION- I TYPICALLY SPEND 40 HRS/MO AT THESE DUTIES ---- TAX ADVISORS OF CARY,LLC - S CORPORATION AS OF 1/1/16 (PREVIOUSLY SOLE PROPRIETORSHIP) OWNED 100% BY DAVID FRUCHTER BEGUN 1/2010. ADDRESS: 140 PRESTON EXECUTIVE DRIVE, SUITES 100H,K,I&D CARY NC 27513. TAX PREPARATION, BUSINESS ACCOUNTING, REPRESENTATION AND CONSULTATION. APPROXIMATELY 400 HOURS A MONTH IS SPENT AT THESE DUTIES FROM FEB TO MAY EACH YEAR. OUTSIDE OF THOSE MONTHS APPROXIMATELY 200 HOURS PER MONTH IS SPENT ON THESE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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