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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-11 |
Branch Locations
1920 Peace Haven Rd, Winston- Salem , NC 27106 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
2262 Lewisville-Clemmons Road, Clemmons, NC 27012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 03/2019 | 07/2020 |
| Foreign Cars Italia Greensboro | Greensboro | NC | 06/2018 | 02/2019 |
| East Carolina University | Greenville | NC | 08/2015 | 05/2018 |
| Bank Of America, N.A. | Greensboro | NC | 04/2019 | 07/2020 |
| Bankers Life And Casualty | Greensboro | NC | 08/2020 | 01/2021 |
| Bankers Life Securities | Greensboro | NC | 08/2020 | 01/2021 |
| Bankers Life Advisory Services | Greensboro | NC | 08/2020 | 01/2021 |
| First Citizens Bank | Greensboro | NC | 01/2021 | 10/2022 |
| First Citizens Investor Services | Raleigh | NC | 02/2021 | 10/2022 |
| First Citizens Investor Services | Raleigh | NC | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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