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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2021 | 12/2023 |
| Capcenter | Raleigh | NC | 02/2021 | 07/2021 |
| State Farm | Raleigh | NC | 09/2020 | 02/2021 |
| Nalu Surf Bar | Dewey | DE | 06/2020 | 09/2020 |
| Kennett Area Ymca | Kennett Square | PA | 06/2013 | 08/2017 |
| East Carolina University | Greenville | NC | 08/2016 | 05/2017 |
| Tri M | Kennett Square | PA | 05/2017 | 08/2017 |
| East Carolina University | Greenville | NC | 08/2017 | 05/2018 |
| Axa Advisors | Raleigh | NC | 05/2019 | 08/2019 |
| East Carolina University | Greenville | NC | 08/2018 | 05/2019 |
| Gms | King Of Prussia | PA | 05/2018 | 08/2018 |
| East Carolina University | Greenville | NC | 08/2019 | 05/2020 |
| Facet | Baltimore | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-14 |
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