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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-11-02 |
Branch Locations
8816 Six Forks Road Suite 301, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Raleigh | NC | 06/2017 | 11/2018 |
| Capitol Financial Solutions | Raleigh | NC | 12/2015 | Present |
| Nc State | Raleigh | NC | 08/2013 | 05/2017 |
| Osaic Wealth, Inc. | Raleigh | NC | 11/2018 | Present |
1. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2017 ADDRESS: 8816 SIX FORKS RD STE 301, RALEIGH NC 27615-2983, United States DESCRIPTION: Financial planning focused on retirement planning. 2. CAPITOL FINANCIAL POSITION: Financial Advisor NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 8816 Six Forks Rd Suite 301, Raleigh NC 27615, United States DESCRIPTION: Fixed insurance brokerage 3. OLLI INSTRUCTOR POSITION: Instructor NATURE: Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 1101 Gorman Street, Raleigh NC 27606, United States DESCRIPTION: Teaching a course for people 50 years of age and older on how to financially prepare for widowhood
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-19 |
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