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5011 Southpark Drive Suite 240, Durham, NC 27713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| NC | RA | APPROVED | 2025-06-23 |
Branch Locations
5011 Southpark Drive Suite 240, Durham, NC 27713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2012 | 06/2025 |
| Center Peak Financial | Durham | NC | 06/2025 | Present |
1. INSURANCE AGENT. NOT INVESTMENT RELATED. AGENT. LESS THAN 10% OF TIME SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
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