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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-02 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Franklin | TN | 02/2016 | 11/2018 |
| Nylife Securities Llc | Franklin | TN | 07/2015 | 11/2018 |
| The Curious Kitchen | Murfreesboro | TN | 01/2015 | 12/2019 |
| Mass Mutual Life Insurance Company | Brentwood | TN | 11/2018 | 08/2021 |
| Mml Investors Services | Brentwood | TN | 01/2019 | 08/2021 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | Present |
| Unemployed | Raleigh | NC | 09/2021 | 12/2021 |
| First Citizens Asset Management | Raleigh | NC | 03/2022 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-04 |
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