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1706-A East Arlington Blvd., Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-04-15 |
Branch Locations
1706-A East Arlington Blvd., Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Raleigh | NC | 08/2016 | 03/2020 |
| Carolina Wealth Management, Inc | Pinehurst | NC | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-22 |
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