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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-01 |
Branch Locations
717 Green Valley Road Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greensboro | NC | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 04/2021 |
| Raymond James Financial Services, Inc | Greensboro | NC | 04/2021 | 08/2025 |
| Raymond James Financial Services Advisors | Greensboro | NC | 04/2021 | 08/2025 |
| Reganess Wealth Management Group | Greensboro | NC | 04/2021 | 08/2025 |
| Unemployed | Greensboro | NC | 08/2025 | 04/2026 |
| Osaic Wealth Inc | Greensboro | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-08 |
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