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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-02 |
Branch Locations
514 Greenville Blvd Fl 2, Greenville, NC 27858-6760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Servivces, Inc. | Greenville | NC | 04/2016 | 04/2018 |
| First Baptist Church | Tarboro | NC | 02/2009 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Greenville | NC | 05/2016 | 04/2018 |
| Capital Developers, Llc D/B/A Milestone Wealth | Greenville | NC | 04/2016 | 01/2021 |
| Capital Developers, Llc D/B/A Milestone Wealth | Greenville | NC | 04/2018 | 01/2021 |
| St. Timothy'S Episcopal Church | Greenville | NC | 03/2017 | 12/2019 |
| First Baptist Church | Ahoskie | NC | 01/2020 | 07/2020 |
| Bb&T Securities | Greenville | NC | 01/2021 | Present |
| Truist Investment Services, Inc. | Greenville | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
PIANO STUDIO POSITION: Piano Teacher NATURE: Teaching piano lessons INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: Winterville NC, United States DESCRIPTION: Teaching piano lessons to students FIRST PRESBYTERIAN CHURCH POSITION: Choir Director/Organist NATURE: I am serving as the choir director and organist of the church. INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Washington NC, United States DESCRIPTION: I will be directing the Adult Choir and playing the organist and piano for all services and rehearsals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-18 |
| S66 | Uniform Combined State Law Examination | 2006-03-23 |
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