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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-03-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efficient Advisors, Llc | Philadelphia | PA | 02/2016 | 02/2017 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 09/2016 | 02/2017 |
| Lpl Financial, Llc | Matthews | NC | 09/2016 | 03/2017 |
| Ameriprise Financial Services, Inc. | Blythewood | SC | 04/2017 | 12/2017 |
| Tiaa | Columbia | SC | 02/2018 | 02/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Columbia | SC | 02/2018 | 02/2021 |
| Family Wealth Counselors Of The Carolinas, Inc. | Matthews | NC | 02/2012 | 09/2016 |
| First Citizens Investor Services | Raleigh | NC | 02/2021 | 03/2026 |
| Unemployed | Columbia | SC | 01/2018 | 01/2018 |
| First Citizens Investor Services | Raleigh | NC | 03/2026 | Present |
| First Citizens Bank | Greenville | SC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-20 |
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