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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-30 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
145 S. Main Street Suite 200, Fuquay-Varina, NC 27526 • United States
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Rochester | NY | 08/2011 | 11/2017 |
| Prudential Insurance Company Of America | Rochester | NY | 08/2011 | 11/2017 |
| Chantilly'S Tea Room | Gastonia | NC | 12/2017 | 11/2019 |
| Carolina Ale House | Cary | NC | 12/2019 | 03/2020 |
| Stair Pros | Holly Springs | NC | 11/2020 | 04/2022 |
| Safe Haven Security | Raliegh | NC | 08/2022 | 05/2023 |
| Tapline Craft Beer & Wine | Holly Springs | NC | 06/2020 | 07/2024 |
| Oaklyn Springs Brewery | Fuquay-Varina | NC | 07/2024 | 06/2025 |
| Consolidated Planning | Charlotte | NC | 10/2023 | 03/2025 |
| American Republic Insurance Services | Raleigh | NC | 03/2025 | 06/2025 |
| Citadel Financial Planning | Fuquay-Varina | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-07 |
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