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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-12 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
120 West Parrish Street, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Private Bank | Raleigh | NC | 02/2013 | 03/2022 |
| Mayflower Financial Advisors, Llc | Raleigh | NC | 05/2022 | Present |
| Private Client Services, Llc | Durnham | NC | 05/2022 | Present |
1) Appalachian State University. Finance banking & insurance board. Board member. 1 hr/mo; 0 during trading hrs. 2) Broperty, LLC. 4720 Violet Field Way, Unit 212, Raleigh, NC 27612. R.E. Holding. Land only. Managing partner. 1 hr/mo; 0 during trading hrs. 3) American Red Cross. 100 N Peartree Ln, Raleigh, NC. Charity. Board member. 1 hr/mo; 0 during trading hrs. 4) Mayflower Financial Advisors. 265 Franklin Street, Suite 401, Boston, MA 02110. RIA. 5) POA for Jane H Cashin (my mother). 1133 Restoration Dr, Durham, NC 27703. Power of Attorney for my mother when needed. As described above. Assisting with financial and legal matters when needed. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-30 |
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