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Sanford, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army | Fort Bragg | NC | 10/2004 | 05/2019 |
| Modern Woodmen Of America | Rock Island | IL | 01/2019 | 02/2020 |
| Mwa Financial Services Inc | Rock Island | IL | 01/2019 | 02/2020 |
| First Citizens Investor Services | Raleigh | NC | 10/2021 | 09/2022 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 01/2023 | 02/2023 |
| Canopy Financial Solutions | Sanford | NC | 11/2022 | Present |
| Modern Woodmen Of America | Rock Island | IL | 05/2023 | 04/2025 |
| Mwa Financial Services Inc | Rock Island | IL | 05/2023 | 10/2024 |
| Principal Financial Group | Des Moines | IA | 03/2020 | 09/2021 |
| Canopy Financial Solutions | Sanford | NC | 08/2024 | Present |
1) Consultant for Brick City Law; financial consulting for legal clients initially engaged in estate planning and business-related matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-27 |
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