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Atlantic, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-27 |
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 |
|---|---|---|---|---|
| Placement Loop, Inc. | Atlantic | NC | 06/2014 | Present |
| Bankers Life & Casualty | New Bern | NC | 01/2019 | 09/2019 |
| Market Street Wealth Management | Morehead City | NC | 03/2020 | 08/2020 |
| Usa Financial Securities Corporation | Ada | MI | 10/2019 | 06/2020 |
| Life Stage Investing, Llc | Morehead City | NC | 02/2021 | Present |
| Life Stage Planning, Llc | Morehead City | NC | 07/2020 | Present |
| Ice Hockey Llc Dba Hockey Adviosor Pro | Morehead City | NC | 02/2016 | Present |
FOUNDER & CEO PLACEMENT LOOP, INC. - 299 CORE SOUND LOOP RF. ATLANTIC, NC 28511. INVESTMENT RELATED. WORKFORCE DEVELOPMENT TECHNOLOGY COMPANY AND REG D OFFERING UNDER RULE 506 OF SECURITIES ACT STARTED 06/2014. MANAGING MEMBER ROTORLIFE SOLUTIONS LLC - 299 CORE SOUND LOOP RF. ATLANTIC, NC 28511. WORKFORCE DEVELOPMENT FIRM SERVING HELICOPTER INDUSTRY. 80 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS. ICE HOCKEY LLC DBA HOCKEY ADVISOR PRO; NOT INVESTMENT RELATED; address; SOFTWARE DEVELOPER FORHOCKEY RECRUITING & PLACEMENT INDUSTRY. LIFE STAGE PLANNING, LLC; INVESTMENT RELATED; address; INSURANCE;INSURANCE AGENT; 40HRS/8HRS; SALES OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-20 |
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