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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-05-08 |
| UT | RA | APPROVED | 2025-05-08 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
9089 S 1300 W #100, West Jordan, UT 84093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Financial | Bellevue | WA | 12/2015 | 09/2017 |
| Symetra Securities Inc. | Bellevue | WA | 01/2015 | 09/2017 |
| Insight Folios | Charlotte | NC | 05/2025 | Present |
| Fairway | Roseville | CA | 02/2018 | 10/2018 |
| Synergy One | Roseville | CA | 10/2018 | 04/2021 |
| Mutual Of Omaha | Roseville | CA | 04/2020 | 04/2021 |
| Reverse Freedom | West Jordan | UT | 04/2021 | Present |
| Nts Consulting Inc. | Sandy | UT | 06/2021 | Present |
| Unemployed | Sacramento | CA | 09/2017 | 02/2018 |
Owner of 2 rental properties - 121 Lagomarsino Way, Sacramento, CA 95819 No duties, property managed by property management company, Not investment related, 1 hour a month, 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
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