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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Wilson | NC | 01/2019 | 03/2020 |
| Hales Pit Stop | Kenly | NC | 08/2017 | 11/2018 |
| First In Families Of Nc | Durham | NC | 08/2007 | 08/2017 |
| Ameriprise Financial Services, Llc | Wilson | NC | 03/2020 | 03/2026 |
| Truist Investment Services, Inc. | Goldsboro | NC | 03/2026 | Present |
| Truist Advisory Services, Inc. | Goldsboro | NC | 03/2026 | Present |
THE TOWN OF KENLY POSITION: Town Council Member NATURE: The town of Kenly operates as a municipal government, overseeing the operation of the town police, fire and public works departments. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2025 ADDRESS: Kenly NC, United States DESCRIPTION: Help guide how Kenly runs and grows. Work with the mayor and other council members to make decisions about things like local laws, the town budget and community projects. I attend monthly meetings in the evening where I vote on things like zoning changes, public safety funding, and infrastructure improvements. BARTON COLLEGE ALUMNI BOARD POSITION: Board of Directors, Barton College Alumni Association NATURE: I serve on the Alumni Board at Barton College to volunteer at different events such as sporting events, graduation, homecoming, open house events and the annual golf tournament. We meet quarterly in person or via zoom to discuss upcoming volunteer opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2020 ADDRESS: Wilson NC, United States DESCRIPTION: Volunteer at sporting events, open house events, the annual golf tournament, graduation and homecoming. Attend quarterly Alumni Board meetings in person or via Zoom.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
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