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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-05 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State College At Jacksonville | Jacksonville | FL | 08/2014 | 04/2017 |
| Fidelity Investments | Jacksonville | FL | 08/2020 | 06/2021 |
| Coram/Cvs Specialty Infusion | Jacksonville | FL | 02/2019 | 07/2020 |
| Cvs Pharmacy | Raleigh | NC | 09/2017 | 01/2019 |
| Unemployed | Jacksonville | FL | 07/2016 | 03/2017 |
| Target | Garner | NC | 04/2017 | 05/2017 |
| Unemployed | Raleigh | NC | 06/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 06/2021 | 08/2025 |
| Capital Investment Group, Inc. | Raleigh | NC | 08/2025 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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