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Cary, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-08 |
| NC | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helium Advisors, Llc | Scottsdale | AZ | 07/2020 | 09/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2020 | 04/2021 |
| American United Life | Mesa | AZ | 04/2021 | 05/2023 |
| Oneamerica Securities | Mesa | AZ | 05/2021 | 06/2023 |
| Nylife Securities Llc. | Tucson | AZ | 06/2023 | 09/2023 |
| New York Life Insurance Company | Tucson | AZ | 05/2023 | 09/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 10/2023 | 04/2024 |
| Foundations Investment Advisors, Llc | Mesa | AZ | 05/2024 | 11/2025 |
| Love Light Flourish | Mesa | AZ | 04/2024 | 05/2024 |
| Awaken Financial Designs, Llc | Cary | NC | 05/2024 | Present |
| Awaken Finanical Designs, Llc | Cary | NC | 12/2025 | Present |
| Merrill Lynch | Chandler | AZ | 10/2016 | 07/2020 |
| Charles Schwab | Phoenix | AZ | 06/2016 | 10/2016 |
| Charles Schwab | Phoenix | AZ | 05/2015 | 10/2016 |
1. Awaken Financial Designs - Investment related. Fixed Insurance and Fixed Annuity Sales. Cary, NC; start 05/2020; owner. Approximately 20 hours during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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