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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
Branch Locations
710 Cromwell Drive Suite A, Greenville, NC 27858 • United States
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 11/2017 |
| Ernst & Young | Charlotte | NC | 07/2015 | 05/2017 |
| Dixon Hughes Goodman Wealth Advisors Llc | Greenville | NC | 03/2018 | 05/2022 |
| Not Employed | Wilson | NC | 11/2017 | 03/2018 |
| Forvis Wealth Advisors Llc | Greenville | NC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Greenville | NC | 06/2024 | 01/2025 |
| Axxcess Wealth Management, Llc | Greenville | NC | 01/2025 | 07/2026 |
| Vandalia Wealth Management Incorporated | Greenville | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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