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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-09 |
| VA | RA | APPROVED | 2025-01-27 |
| WV | RA | APPROVED | 2024-07-11 |
| SC | RA | APPROVED | 2022-04-13 |
| NC | RA | APPROVED | 2022-04-12 |
Branch Locations
1612 Military Cutoff Road, Wilmington, NC 28403 • United States
840 Sunset Blvd North, Sunset Beach, NC 28468 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Wilmington | NC | 05/2010 | 04/2022 |
| First Citizens Investor Services | Raleigh | NC | 12/2015 | 04/2022 |
| United Brokerage Services Inc. | Wilmington | NC | 04/2022 | Present |
Coastal Carolina Hockey Assoc. DBA, Wilmington Junion Seahawks, Treasurer, Wilmington, NC, 12hrs/month, Volunteer, no compensation, accounting and bookkeeping duties for son's travel team - will have access to bank acct, but no investments, will report to team's board of directors, I am a non-voting member, board has access to bank accts also for supervision/auditing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-16 |
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