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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-16 |
| NC | RA | APPROVED | 2024-03-21 |
Branch Locations
420 E. Park Ave Suite 301, Greenville, SC 29601 • United States
Mount Pleasant, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 01/2022 | 03/2024 |
| Surrey Bank & Trust | Mount Airy | NC | 05/2020 | 01/2021 |
| Turret Investment Management | Mount Airy | NC | 05/2019 | 08/2019 |
| Turret Investment Management | Mount Airy | NC | 05/2018 | 08/2018 |
| Mount Airy High School | Mount Airy | NC | 03/2012 | 06/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2021 |
| N/A | Mount Airy | NC | 05/2021 | 01/2022 |
| Equitable Advisors, Llc. | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
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