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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-14 |
| NC | RA | APPROVED | 2026-03-17 |
Branch Locations
802 South College Road, Wilmington, NC 28403 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 02/2022 | 06/2022 |
| Western & Southern Life | Wilmington | NC | 01/2022 | 06/2022 |
| Northwestern Mutual | Wilmington | NC | 06/2020 | 07/2020 |
| Home Depot | Wilmington | NC | 11/2017 | 12/2021 |
| Lowes Home Improvement | Wilmington | NC | 03/2017 | 09/2017 |
| East Carolina University | Greenville | NC | 01/2018 | 05/2020 |
| Edward Jones | St Louis | MO | 07/2023 | 08/2024 |
| Harris Teeter | Wilmington | NC | 03/2023 | 09/2023 |
| Market Consultant Mortgage | Wilmington | NC | 08/2018 | 07/2019 |
| Metchly, Inc. - I9 Sports | Wilmington | NC | 07/2015 | 01/2018 |
| Unemployed | Wilmington | NC | 07/2022 | 09/2022 |
| Bankers Life | Wilmington | NC | 10/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | NC | 08/2024 | 01/2026 |
| Edward Jones | Leland | NC | 06/2023 | 08/2024 |
| Cape Fear Community College | Wilmington | NC | 07/2016 | 12/2017 |
| Bank Of America, N.A. | Wilmington | NC | 11/2024 | 01/2026 |
| Td Bank N.A. | Wilmington | NC | 03/2026 | Present |
| Td Private Client Wealth Llc | Wilmington | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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