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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED | 2023-01-24 |
Branch Locations
370 Knollwood St, Suite 100, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2020 | 09/2022 |
| Retail Grocery Inventory Service | Kernersville | NC | 05/2016 | 01/2017 |
| Fedex | Kernersville | NC | 05/2017 | 01/2018 |
| Bb&T | Winston Salem | NC | 06/2018 | 08/2018 |
| Volvo Group | Greensboro | NC | 05/2019 | 08/2019 |
| Cinnabon | Winston Salem | NC | 05/2018 | 01/2020 |
| Unc Wilmington | Wilmington | NC | 08/2016 | 05/2020 |
| Unemployed | Winston Salem | NC | 05/2020 | 08/2020 |
| Truist Investment Services, Inc | Winston - Salem | NC | 10/2022 | 12/2022 |
| D.A. Davidson & Co | Winston Salem | NC | 12/2022 | Present |
BURIED SECRETS, LLC; NON-INVESTMENT RELATED; WINSTON SALEM, NC; OWNER; START 10/31/24; 14 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WRITING BOOKS AND SHORT STORIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-11 |
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