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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-04 |
Branch Locations
117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raleigh Wealth Solutions | Cary | NC | 02/2020 | Present |
| Raleigh Capital Management | Cary | NC | 03/2021 | Present |
| Harding Brooks Insurance Agency | Vestal | NY | 05/2017 | 01/2020 |
| Raleigh Baseball Institute | Endwell | NY | 10/2012 | 02/2017 |
Raleigh Wealth Solutions - Start date 2/3/2020 - Not investment related - 117 Edinburgh South Drive, Suite 110, Cary, NC 27511; - Insurance Producer - 48 hours per month spent - 2 hours per month spent during trading hours - Sells insurance and assists other insurance producers with servicing their clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-22 |
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