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1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-09-27 |
Branch Locations
1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassia Capital Partners Llc | Winston Salem | NC | 06/2019 | Present |
| Flow Companies | Winston Salem | NC | 06/2018 | 10/2019 |
| Student | Cedarville | OH | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
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