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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arista Wealth Management, Llc | Las Vegas | NV | 03/2024 | 05/2024 |
| Unemployed | Las Vegas | NV | 09/2023 | 03/2024 |
| Fidelity Investments | Henderson | NV | 11/2021 | 09/2023 |
| Fidelity Investments | Roseville | CA | 06/2019 | 11/2021 |
| Fidelity Investments | Sacramento | CA | 01/2016 | 06/2019 |
| Alpha Cubed Investments, Llc | Irvine | CA | 06/2024 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-19 |
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