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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-31 |
| NC | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2016 | 08/2017 |
| Ubs Financial Services Inc. | Charlotte | NC | 09/2017 | 04/2021 |
| Unemployed | Lexington | NC | 04/2021 | 01/2022 |
| Personal Capital Advisors Corporation | Lexington | NC | 01/2022 | 11/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 11/2024 |
| Evergreen Wealth Advisors | Raleigh | NC | 12/2024 | 01/2026 |
| Hanafara, Llc | Lexington | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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