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1 Glenwood Ave Office 04-113, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-01 |
Branch Locations
1 Glenwood Ave Office 04-113, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2003 | 01/2021 |
| Open To The Public Investing, Inc. | New York | NY | 05/2021 | 12/2023 |
| Unemployed | St. Louis | MO | 01/2021 | 05/2021 |
| Otis Wealth (Subsidiary Of Public Holdings) | New York | NY | 07/2022 | 12/2023 |
| Public Holdings, Inc. | New York | NY | 05/2021 | 12/2023 |
| Evergreen Money Advisors | Raleigh | NC | 12/2023 | Present |
Public Holdings, Inc. Investment related. 6 Harrison St, New York, NY 10013. Holding company for domestic and foreign investment related companies. Head of Customer Experience. 5/22/2021. 20+ hours per month devoted to other business. 20+ hours per month during securities trading hours. CX duties for the enterprise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-28 |
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