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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-06 |
Branch Locations
Burlington, NC • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 11/2020 |
| Sellars Bookkeeping And Tax Prep | Burlington | NC | 06/2017 | 08/2018 |
| Amerilife & Health Services | Cary | NC | 06/2017 | 12/2017 |
| Cherry Bekaert Llp | Durham | NC | 09/2015 | 04/2017 |
| Balentine & Borg Pllc | Durham | NC | 02/2018 | 04/2018 |
| Equitable Advisors, Llc | New York | NY | 02/2021 | 03/2022 |
| Pruco Securities Llc | Greensboro | NC | 08/2022 | 09/2022 |
| African American Cultural Arts & History Center | Burlington | NC | 07/2020 | 04/2023 |
| The Prudential Insurance Company Of America | Greensboro | NC | 09/2022 | 03/2023 |
| Mueller Reports | Burlington | NC | 07/2023 | 11/2023 |
| Presidia Asset Management | Greensboro | NC | 11/2023 | 12/2023 |
| Unemployed | Burlingtson | NC | 01/2024 | 06/2024 |
| Mueller Reports | Burlington | NC | 07/2024 | 01/2025 |
| Keller Williams | Burlington | NC | 03/2024 | Present |
Equity Funding Partners LLC Start date 4/14/2025 1451 S Elm-Eugene Street, Greensboro NC 27406 Merger and acquisitions firm; Specializes in corporate buyouts, and real estate and business acquisitions. www.equityfundingpartners.net/ Her role will be to seek and obtain portfolios of real estate for company to purchase. Seh will devote 2-5 hours per week to this activity. A few hours will occur during firm's normal business hours. AFRICAN AMERICAN CULTURAL ARTS & HISTORY CENTER POSITION: Executive Director NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2020 ADDRESS: 2381 Corporation Pkwy, Burlington NC 27215, United States DESCRIPTION: Act as liaison between community and organizationmanage schedule of employeesProcess payroll BENEVOLENCE FARM POSITION: Treasurer NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 4265 Thompson Mill Rd, Graham NC 27253, United States DESCRIPTION: Work with organizations accountant to explain income and spending to board RELEASE ME INVESTING LLC POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: PO Box 2653, Burlington NC 27216, United States DESCRIPTION: Management of family-owned property. Duties include communicating with tenants, documenting needed repairs, and contacting contractors to complete repairs. I do not collect rent. Keller Williams Realty, Inc. For profit. www.shineece.kw.com Start date: 3/25/2024 Position: Realtor Purpose: Real Estate, sales of commercial/residential real estate. Address: 2280 S Church St. Ste 206, Burlington, NC 27215 Time Commitment: 10 hours per week. Roughly 1 day/week for about 3 hours and 7 hours spent marketing and deal sourcing. Name of Business: JDA Partners Technical Services LLC Investment-Related Nature: No Address of the Other Business: Burlington, NC 27217 Nature of the Other Business: Tax preparation Position, Title, or Relationship: Tax associate Start Date of the Relationship: 03/2026 Approximate Number of Hours per Month Devoted: 80 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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