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3622 Lyckan Pkwy Ste 3004, Durham, NC 27707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-10 |
| MO | RA | APPROVED | 2017-03-15 |
| LA | RA | APPROVED | 2014-10-15 |
| NC | RA | APPROVED | 2014-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinafore Wealth Counsel, Inc. | Durham | NC | 10/2014 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)DUKE UNIVERSITY - OSHER LIFELONG LEARNING INSTITUTE, BOARD MEMBER AND OCCARSSIONALLY TEACHES CLASS ON FINANCIAL/RETIERMENT/LEGACY PLANNING. 3)PINAFORE PROPERTIES, LLC, 3235 PINAFORE DR, DURHAM, NC 27705. BEGAN 10/2012 AS MANAGING MEMBER- SELF DIRECTED IRA ROLLOVER TO PURCHASE RESIDENTIAL RENTAL HOMES. DEVOTES 2 HR/YR- NONE DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-12 |
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