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5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-10 |
Branch Locations
210 W Millbrook Road, Raleigh, NC 27609 • United States
5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Appalachian State University | Boone | NC | 08/2017 | 08/2019 |
| Lowes Food | Greensboro | NC | 05/2015 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 08/2021 |
| Archer Investment Corporation | Raleigh | NC | 09/2021 | 10/2024 |
| Commonwealth Financial Network D/B/A Trail Ridge Fianncial | Raleigh | NC | 11/2024 | 08/2025 |
| Peak Planning Group, Llc | Raleigh | NC | 09/2025 | Present |
1) Financial Planning Association of the Triangle; Investment-related; Raleigh, NC. 27615; Financial Planning; Board Member; 1/1/2026; 5 hours per month; 0 during trading hours; Director of education
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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