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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-04 |
Branch Locations
1301 W Wendover #C, Greesboro, NC 27408 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 02/2020 | 04/2021 |
| Western Southern Life | Greensboro | NC | 01/2020 | 03/2021 |
| Cracker Barrel | Greensboro | NC | 06/2019 | 01/2020 |
| Wingate University | Wingate | NC | 08/2015 | 12/2019 |
| Quality Cutting & Breaking | Greensboro | NC | 05/2019 | 08/2019 |
| Quality Cutting & Breaking | Greensboro | NC | 05/2017 | 08/2017 |
| Quality Cutting & Breaking | Greensboro | NC | 05/2018 | 08/2018 |
| Securities America, Inc | Greensboro | NC | 04/2021 | 06/2024 |
| Osaic Wealth, Inc. | Greensboro | NC | 06/2024 | 08/2025 |
| Osaic Wealth, Inc. | Greensboro | NC | 06/2024 | 08/2025 |
| Blueprint Financial Advisors Llc | Greensboro | NC | 08/2025 | Present |
| Maplewood Investments Inc | Greensboro | NC | 08/2025 | Present |
HIGH POINT CHRISTIAN ACADEMY POSITION: Assistant Track Coach NATURE: I volunteer as an assistant track & field coach for the High Point Christian Academy Track team and received an unexpected financial stipend. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 02/15/2021 ADDRESS: 800 Phillips Ave., High Point NC 27262 DESCRIPTION: I coach middle-school through high-school track athletes. During competition season, I attend practice and meets as much as I am able.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-10 |
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