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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-02 |
Branch Locations
324 W. Wendover Ave. Suite 204, Greensboro, NC 27408 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Investment Advisors, Llc | Windsor | CT | 08/2014 | 06/2018 |
| Stearns Financial Group | Greensboro | NC | 07/2018 | 10/2020 |
| Hightower Advisors Llc | Greensboro | NC | 10/2020 | Present |
Junior League of Greensboro Investment related. 3101 W Friendly Ave, Greensboro, NC 27408 Treasurer Treasurer Elect and then Treasurer of the JLG. Tasked with all financial aspects of the league including audit, investments, fundraising accounting, etc. 12 hours per month, 2 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-29 |
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