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1255 Crescent Green Suite 200, Cary, NC 27518 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-17 |
Branch Locations
1255 Crescent Green Suite 200, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Raleigh | NC | 09/2010 | 03/2023 |
| Secu Brokerage Services | Raleigh | NC | 01/2015 | 03/2023 |
| Secu Life Insurance Company | Raleigh | NC | 01/2015 | 03/2023 |
| Credit Union Investment Services | Raleigh | NC | 03/2015 | 03/2023 |
| Members Trust Company | Tampa | FL | 08/2016 | 03/2023 |
| Cary Financial Planning, Llc | Cary | NC | 03/2023 | Present |
| Cary Financial Planning, Llc | Cary | NC | 01/2026 | Present |
I rent a property located at 1011 Saint Marys St Raleigh NC 27605 to my father. I receive rent in the amount of $1,250 monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-27 |
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