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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet | Raleigh | NC | 07/2016 | 11/2016 |
| Cisco Systems | Raleigh | NC | 11/2016 | 12/2017 |
| Yams, Llc | Raleigh | NC | 08/2017 | Present |
I volunteer as a board member at the following 501c(3) nonprofit entities: 1) Raleigh/Durham Chapter of the National Black MBA Association; not investment related; address PO Box 13614 RTP, NC 27709; this organization provides educational and economic resources primarily for African Americans; board member; President; began Jan 2018; devoting approximately 10 hours/month; devoting approximately 1 hour per week during securities trading hours; preside over board meetings and inspire board members to work cohesively to implement board resolutions, also work to raise funds and awareness in the community 2) North Carolina Arts in Action; Not investment related; address is PO Box 51277 Durham, NC 27717; this organization teaches life skills to children through dance and music; board member; began March 2014; devoting approximately 5 hours/month; devoting approximately 0.25 hours per week during securities trading hours; provide governance regarding policies and procedures as well as work to raise funds and awareness in the community 3) Not investment related; address is 5420 Wade Park Blvd Suite 300 Raleigh, NC 27607; this organization offers marginalized students an opportunity to earn high school diplomas; board member; began September 2015; devoting approximately 2 hours/month; devoting approximately 0.25 hours per week during trading hours; provide governance regarding policies and procedures and raise awareness in the community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-12 |
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