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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-02 |
| NC | RA | APPROVED | 2024-07-09 |
Branch Locations
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
Clayton, NC • United States
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 05/2021 | 07/2023 |
| Chrysalis | Logan | UT | 04/2018 | 05/2021 |
| Garage Door Pros Service & Repair | St. George | UT | 03/2019 | 01/2020 |
| Cache County School District | North Logan | UT | 01/2018 | 05/2018 |
| Turn Community Services | Provo | UT | 08/2016 | 12/2017 |
| Utah State University | Logan | UT | 08/2018 | 05/2022 |
| Simplicity Wealth | Summit | NJ | 09/2023 | 06/2024 |
| Comfort Keepers | Cary | NC | 10/2023 | Present |
| Uber | Clayton | NC | 12/2023 | Present |
| Fortress Private Ledger, Llc | Raleigh | NC | 06/2024 | Present |
Name of the other business-Uber,whether the business is investment-Not Investment related,the address of the other business-17 S Ledford Dr. Clayton NC 27520,nature of the other business-Drive people from and to from their desired locations,your position-Uber driver, the start date of your relationship-12/01/2023, Hours per month devoted to business during trading hours 0,Hours per month devoted to business outside trading hours-20, briefly describe your duties relating to the other business-Drive people to and from their desired locations. Best Interest Wealth Planning, LLC, Investment Related, 17 S LEDFORD DRIVE CLAYTONNorth Carolina27520, DBA Name, Owner, 6/2024, 160 hours per month/160 during trading, Financial Planning/Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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