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5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
| NC | RA | APPROVED | 2022-02-02 |
Branch Locations
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Symmetry Inc. | Raleigh | NC | 01/2019 | 12/2021 |
| Wells Fargo Bank | Durham | NC | 07/2015 | 12/2018 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2010 | 12/2016 |
| Financial Symmetry Inc. | Raleigh | NC | 01/2022 | Present |
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