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3200 Croasdaile Drive Suite 402, Durham, NC 27705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-12 |
| NC | RA | APPROVED | 2017-07-31 |
Branch Locations
3200 Croasdaile Drive Suite 402, Durham, NC 27705 • United States
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Wealtham | MA | 01/2014 | 05/2017 |
| Blackridge Asset Management Llc | Williamsville | NY | 05/2017 | 05/2017 |
| Diversified Investment Services Llc | Durham | NC | 03/2012 | Present |
1) Licensed Insurance Agent; Investment Related; 3200 Croasdaile Drive, Suite 402, Durham, NC, 27705; Insurance product sales; Start Date: 12-01-2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-08 |
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