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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED_RES | 2022-12-06 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
701 Green Valley Road Suite 301, Greensboro, NC 27408 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Greensboro | NC | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | 11/2022 |
| Truist Advisory Services, Inc. | Greensboro | NC | 02/2021 | 11/2022 |
| Janney Montgomery Scott Llc | Greensboro | NC | 12/2022 | 04/2023 |
| Janney Montgomery Scott Llc | Greensboro | NC | 04/2023 | 01/2024 |
| Janney Montgomery Scott Llc | Greensboro | NC | 01/2024 | 02/2025 |
| Janney Montgomery Scott Llc | Greensboro | NC | 02/2025 | 01/2026 |
| Janney Montgomery Scott Llc | Greensboro | NC | 01/2026 | Present |
1) ECURo LLC, Greensboro, NC. LLC that invests in residential rental properties. Member\Organizer (11/2021): Purchase properties, employ and maintain property management company. Monthly rent pays to the LLC, which then services the debt and accrues net earnings. I do not receive direct comp from LLC. Not investment related, 1 hour/month. 2) Proparazzi Properties LLC, Greensboro, NC. Purchase and maintain ownership of residential rental properties. Member/Manager (03/2015) - Purchase properties, employ and maintain property management company. I keep proceeds in the LLC for expenses, future investments and debt reduction. Not Investment related, 1 hr./month. 3. St Pius X Catholic Church, Greensboro, NC. Church Finance Council (06/2023) - Reviewing financial statements, proposing annual budgets. Not compensated, not investment related, 3 hours/month. 4. The Good Nuffs, Greensboro, NC. Musician/Singer (05/2024) - band member/performer usually after hours or weekends. Compensated, not investment related, 7 hours/month. 5. Greensboro Urban Ministries Development, Greensboro, NC. Committee Member - Attend 6 meetings per year. Offer insight and advice on new and existing projects and review fund raising results. Not compensated, not investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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