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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-29 |
Branch Locations
8816 Six Forks Road Suite 301, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Raleigh | NC | 07/2022 | Present |
| Lily Bean Coffee Company | Shelby | NC | 01/2017 | 01/2018 |
| Alpha Chi Omega | Chapel Hill | NC | 01/2018 | 01/2020 |
| Hibachi And Company Of Chapel Hill | Chapel Hill | NC | 01/2020 | 01/2021 |
| Sup Dogs Sports Bar Of Chapel Hill | Chapel Hill | NC | 01/2020 | 01/2021 |
| Capitol Financial Solutions | Raleigh | NC | 01/2020 | 05/2022 |
| Thomas Jefferson Classical Academy | Shelby | NC | 01/2012 | 01/2017 |
1. CAPITOL FINANCIAL SOLUTIONS POSITION: Marketing Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/08/2020 ADDRESS: 8816 Six Forks Road, Raleigh NC 27615, United States DESCRIPTION: I'm a non-registered assistant to financial professionals of the firm and assist them with their business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
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