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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-29 |
Branch Locations
2170 Ashley Phosphate Rd, North Charleston, SC 29406 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Retirement | Greenwood Village | CO | 10/2017 | 06/2019 |
| Transamerica Retirement | Harrison | NY | 11/2012 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 06/2019 | 08/2020 |
| Mark Clary | Greenville | SC | 06/2019 | 08/2019 |
| Thomas Wilcox | Greenville | SC | 06/2019 | 08/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2021 | 11/2021 |
| Cuna Mutual Group | Waverly | IA | 06/2021 | 11/2021 |
| Penserv Plan Services | West Columbia | SC | 11/2020 | 06/2021 |
| Unemployed | Greenville | SC | 08/2020 | 11/2020 |
| Wells Fargo Clearing Services, Llc | Mt. Pleasant | SC | 01/2022 | 04/2022 |
| Wells Fargo Bank, Na | Mt. Pleasant | SC | 01/2022 | 04/2022 |
| Truist Investment Services, Inc | Mt Pleasant | SC | 04/2022 | 12/2023 |
| Truist Advisory Services, Inc | Mt Pleasant | SC | 04/2022 | 12/2023 |
| United Brokerage Services Inc | Charleston | SC | 12/2023 | 08/2025 |
| Td Bank N.A. | Mount Pleasant | SC | 08/2025 | 06/2026 |
| Td Private Client Wealth Llc | Mount Pleasant | SC | 08/2025 | 06/2026 |
| First Citizens Investor Services | Raleigh | NC | 06/2026 | Present |
| First Citizens Bank | Charleston | SC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-16 |
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