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1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-05-13 |
Branch Locations
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tech Mahindra Americas | Dallas | TX | 01/2018 | 04/2024 |
| Logic Technology | Schenectady | NY | 07/2014 | 01/2018 |
| Old North State Wealth Management, Llc | Wilmington | NC | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-11 |
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