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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2020 | 09/2020 |
| Syncfusion, Inc. | Morrisville | NC | 01/2020 | 10/2021 |
| Pivot Physical Therapy | Wake Forest | NC | 04/2019 | 12/2019 |
| Enterprise Holdings | Raleigh | NC | 09/2017 | 04/2019 |
| University Of Mississippi | University | MS | 08/2015 | 06/2017 |
| U.S. Navy Reserve | Raleigh | NC | 03/2011 | 01/2026 |
| Fidelity Investments | Durham | NC | 10/2021 | 01/2026 |
| Western Governors University | Wake Forest | NC | 06/2019 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 01/2026 |
| Janney Montgomery Scott Llc | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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