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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-25 |
Branch Locations
2147 Valley Ave , Winchester , VA 22601 • United States
40 Catoctin Circle Ne, Leesburg , VA 20176 • United States
1575 Emancipation Highway, Fredericksburg , VA 22401 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Raleigh | NC | 06/2020 | 05/2021 |
| Mml Investors Services, Llc | Raleigh | NC | 07/2020 | 05/2021 |
| Committee Of Arrangements | Charlotte | NC | 03/2020 | 09/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 05/2016 | 12/2019 |
| Fidelity Investments | Durham | NC | 06/2021 | 01/2022 |
| First Citizens Investor Services | Raleigh | NC | 02/2022 | Present |
| First Citizens Asset Management | Raleigh | NC | 03/2022 | 03/2022 |
1) VETBIZ LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2024 ADDRESS: 2001 Muirfield Village Way, Raleigh NC 27604, United States DESCRIPTION: Created LLC for my rental property for added protection. 2) PLAY IT AGAIN SPORTS POSITION: Owner/Co-Owner NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: NA, Gastonia NC 28016, United States DESCRIPTION: Play it Again sports is a franchise operated through Winmark Group. They sell new and used sporting goods.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
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