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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-10 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
802 Green Valley Road Suite 209, Greensboro, NC 27408 • United States
100 W. Chatham St., Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Greensboro | NC | 09/2016 | 12/2021 |
| Fidelity Bank | Greensboro | NC | 09/2023 | Present |
| Fifth Third Bank | Greensboro | NC | 09/2016 | 07/2023 |
| Lpl Financial | Greensboro | NC | 11/2023 | 06/2025 |
| Capital Investment Group, Inc. | Raleigh | NC | 06/2025 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 06/2025 | Present |
1) TRUST COMPANY OF NORTH CAROLINA, 802 GREEN VALLEY RD, STE 209, GREENSBORO, NC 27408; WEATLH MANAGEMENT, ASSET MANAGEMENT, WEALTH PLANNING; WEALTH CONSULTANT; SENIOR VICE PRESIDENT; START 09/2023; OBTAIN NEW CLIENT RELATIONSHIPS AND SERVICE EXISTING CLIENT RELATIONSHIPS; 160 HRS/MON WITH 160 HRS/MON DURING SECURITIES TRADING HRS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-20 |
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