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4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-14 |
| NC | RA | APPROVED | 2021-11-29 |
Branch Locations
4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Raleigh | NC | 08/2014 | 12/2017 |
| Suntrust Robinson Humphrey | Charlotte | NC | 06/2017 | 08/2017 |
| Chipotle Mexican Grill | Cary | NC | 01/2018 | 04/2018 |
| Unemployed | Raleigh | NC | 05/2018 | 06/2018 |
| Suntrust Robinson Humphrey | Charlotte | NC | 07/2018 | 08/2020 |
| Student | Raleigh | NC | 08/2016 | 05/2017 |
| Sun Trust | Charlotte | NC | 06/2017 | 08/2017 |
| Student | Raleigh | NC | 09/2017 | 12/2017 |
| Truist | Charlotte | NC | 08/2020 | 08/2021 |
| Peace Of Mind Wealth Management, Llc | Raleigh | NC | 08/2021 | 10/2022 |
| Pom Investment Strategies, Llc | Raleigh | NC | 11/2022 | Present |
INSURANCE AGENT- VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = 10% PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-22 |
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