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2700 Wycliff Road Suite 360, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-07 |
Branch Locations
2700 Wycliff Road Suite 360, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2018 | 07/2019 |
| Student At Unc Chapel Hill | Chapel Hill | NC | 08/2014 | 12/2017 |
| Hilltop Wealth Advisors | Chapel Hill | NC | 05/2017 | 12/2017 |
| Carolina Financial Group | Raleigh | NC | 06/2016 | 12/2016 |
| Postmates | Raleigh | NC | 12/2017 | 01/2018 |
| Modera Wealth Management, Llc | Westwood | NJ | 07/2019 | 03/2024 |
| Ark Royal Wealth Managment | Raleigh | NC | 12/2017 | 08/2018 |
| Ark Royal Wealth Management Llc | Raleigh | NC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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