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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-05 |
| NC | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Greensboro | NC | 03/2015 | 02/2018 |
| Mml Investors Services, Llc | Greensboro | NC | 02/2015 | 01/2018 |
| Intercarolina Financial Services | Greensboro | NC | 12/2018 | 05/2019 |
| Self Employed | Greensboro | NC | 05/2011 | Present |
| Adaptfirst Investments Llc | Greensboro | NC | 01/2019 | Present |
Co-own an insurance brokerage firm-The Insurance Coach. Broker insurance including life, disability, long-term care, health, fixed annuities. Group benefits services including payroll and HR administrative services- 40 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-23 |
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