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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-24 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
700 Spring Forest Road Suite 235, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 08/2015 | 02/2020 |
| First Citizens Bank | Raleigh | NC | 08/2015 | 02/2020 |
| Cetera Investment Advisers Llc | Raleigh | NC | 06/2020 | 10/2021 |
| Cetera Investment Services Llc | St.CLoud | MN | 06/2020 | 10/2021 |
| First National Bank Of Pa | Raleigh | NC | 02/2020 | 10/2021 |
| Curi Capital | Raleigh | NC | 11/2021 | 01/2024 |
| Lion Street Financial | Raleigh | NC | 04/2022 | 11/2025 |
| Curi Rmb Capital Llc | Raleigh | NC | 01/2024 | Present |
| Integrity Alliance, Llc | Raleigh | NC | 11/2025 | Present |
PIERCE PAINTS POSITION: Owner NATURE: Not an investment related business, Sole Proprietorship. I paint and sell original acrylic paintings INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 6809 Woodmere Drive, Raleigh NC 27612, United States DESCRIPTION: Paint and sell original acrylic paintings CURI CAPITAL WEALTH MANAGEMENT POSITION: Employee NATURE: Provide financial planning services to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/04/2021 ADDRESS: 700 Spring Forest Road, STE 235, Raleigh NC 27609, United States DESCRIPTION: meet with clients and prospects to create financial plans with software E Money.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-30 |
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