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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
Spaces Centre Green Ste 522 5000 Centregreen Way, Cary, NC 27513 • United States
Asheboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ks Bank, Inc | Smithfield | NC | 07/2015 | 01/2019 |
| Fidelity Bank | Cary | NC | 01/2019 | 03/2026 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 10/2025 | 03/2026 |
| Capital Investment Group, Inc | Raleigh | NC | 11/2025 | 03/2026 |
| Edward Jones | St. Louis | MO | 03/2026 | Present |
Blackfin LLC Type of business: Charter Boat Asheboro, NC Start date: 3/5/2025 Co-General Partner Hours per week: 1 Hours during trading: 0 Desc: Manage books for partnership Fountain Ventures LLC Type of business: Charter Boat Asheboro, NC Start date: 3/5/2026 Co-General Manager Hours per week: 1 Hours during trading: 0 Desc: Manage books for LLC Edward Jones Dual Office Registration Investment Asheboro, NC Start date: 6/1/2026 Financial Advisor Using my personal residence as another office location due to the fact that I live 1 and half from branch office
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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