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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-08 |
| KY | RA | APPROVED | 2025-11-26 |
| NM | RA | APPROVED | 2025-11-25 |
| NC | RA | APPROVED | 2023-02-01 |
| SC | RA | APPROVED | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | New Bern | NC | 09/2012 | 01/2019 |
| Bb&T Securities, Llc | Greenville | NC | 01/2018 | 01/2019 |
| Prudential Insurance Company Of America | Greenville | NC | 01/2019 | 01/2023 |
| Pruco Securities, Llc. | Greenville | NC | 01/2019 | 01/2023 |
| Burlington Alliance Capital Management | Burlington | NC | 01/2023 | 08/2023 |
| Independence Capital Co., Inc | Parma | OH | 01/2023 | 04/2024 |
| Integrity Advisory Solutions, Llc | Burlington | NC | 09/2023 | Present |
Insurance agent. Sell fixed life and annuity products, health, disability, property & casualty, and long term care insurance. 1214 Turrentine Street, Burlington, NC 27215. Start 01/2023; 80 hrs/month. Compensation: Commission. Investment Advisor for Burlington Alliance Capital Management LLC. RIA. 2823 Church Street, Burlington, NC 27215. Start 1/13/2023. 80 hrs/month. Compensation: Advisory Fees. P & C Insurance Sales. Sell P & C Insurance. 413 N 2nd st, Milwaukee, WI 53203. Start 8/14/2023. 20 hrs/month. Compensation: Commission
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-08 |
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