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7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-05 |
Branch Locations
7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 05/2018 | 08/2019 |
| Fidelity Investments | Durham | NC | 10/2015 | 05/2018 |
| Td Ameritrade | Cary | NC | 08/2019 | 09/2022 |
| Lifeplan Group | Raleigh | NC | 09/2022 | Present |
1) INSURANCE AGENT - 02/2023 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. ONE QUARTER OF TIME SPENT ON THIS ACTIVITY, DURING NORMAL TRADING HOURS. 7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC 27613.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-20 |
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