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Durham, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-29 |
| NC | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jd's Snowplowing & Lawncare, Llc | Frankfort | NY | 06/2017 | 09/2019 |
| Walgreens | Ilion | NY | 06/2018 | 01/2020 |
| Advanced Group Financial Services, Llc | Utica | NY | 06/2019 | 05/2024 |
| Mohawk Valley Community College | Utica | NY | 09/2019 | 05/2021 |
| Suny Polytechnic Institute | Utica | NY | 08/2021 | 05/2025 |
| Frankfort-Schuyler Central School District | Frankfort | NY | 09/2011 | 06/2019 |
| Royal Alliance / Osaic | Utica | NY | 11/2019 | 05/2024 |
| Investors Mosaic, Llc | Durham | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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