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Kernersville, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-02 |
| NC | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Federal Mortgage | Chester | NJ | 10/2021 | Present |
| Adaptfirst Investments, Llc | Greensboro | NC | 01/2024 | Present |
| Adaptfirst Investments, Llc | Greensboro | NC | 11/2020 | 11/2021 |
| Blakely Financial | High Point | NC | 01/2021 | 03/2021 |
| Student | Greensboro | NC | 01/2014 | 12/2020 |
American Federal Mortgage, Mortgage Loan Officer, Start Date: 10/1/2021, Address: 360 New Jersey 24, Chester, New Jersey, 07930, devotes 216 hours/month, 6 hours/month securities trading hours, Position Description: Work with potential borrowers to secure loans, file financial documents, analyze loan file data, and provide education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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