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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-30 |
Branch Locations
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
907 Brawley School Rd, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Charlotte | NC | 01/2015 | 03/2017 |
| North Carolina Army National Guard | Gastonia | NC | 08/2010 | Present |
| Brighthouse Securities, Llc | Charlotte | NC | 03/2017 | 05/2019 |
| Barnabas Capital, Llc | Cornelius | NC | 05/2019 | 01/2026 |
| Fortress Private Ledger, Llc | Raleigh | NC | 01/2026 | Present |
1) Mooresville Wealth (dba name); investment related; Mooresville, NC; Partner; 01/2026; 160 hours/month; financial planning/investment/insurance 2) North Carolina Army National Guard; not investment related; Charlotte, NC; Officer; 08/2010; 10 hours/month; operations officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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