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3300 Battleground Avenue Suite 202, Greensboro, NC 27410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
3300 Battleground Avenue Suite 202, Greensboro, NC 27410-2447 • UNITED STATES
3300 Battleground Avenue Suite 202, Greensboro, NC 27410 • United States
Arlington, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-14 |
| LA | RA | APPROVED | 2016-12-13 |
| TX | RA | APPROVED | 2005-11-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Capital Markets Iq Llc | Fort Worth | TX | 07/2005 | Present |
| Trinity Capital Offshore Investors, Spc | George Town | 03/2005 | Present | |
| Birchwood Securities Corporation | Medford | NJ | 06/2017 | 04/2020 |
| Intercarolina Financial Services, Inc. | Greensboro | NC | 07/2021 | 12/2025 |
| Intercarolina Financial Services, Inc. | Greensboro | NC | 01/2026 | Present |
AS OF MARCH 2005, PRESIDENT AND SOLE OWNER OF TRINITY CAPITAL OFFSHORE INVESTORS, SPC, GRAND CAYMAN, CAYMAN ISLANDS. (INVESTMENT RELATED). ENTITY HAS BEEN DORMANT SINCE FORMATION: No current duties; 0 Hrs/month. OWNER DK CAPITAL LLC IN ARLINGTON, TEXAS, A BUSINESS CONSULTING ENTITY, 10 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-29 |
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