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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quality Drugs | Butner | NC | 10/2024 | 02/2025 |
| First Watch | Durham | NC | 04/2024 | 10/2024 |
| Foggy Rock Eatery | Blowing Rock | NC | 06/2022 | 10/2022 |
| Cracker Barrel | Boone | NC | 08/2021 | 07/2022 |
| Cracker Barrel | Henderson | NC | 05/2021 | 08/2021 |
| Cracker Barrel | Hickory | NC | 02/2021 | 05/2021 |
| Unemployed | Franklinton | NC | 11/2014 | 08/2019 |
| Appalachian State University | Boone | NC | 08/2021 | 05/2024 |
| Lenoir-Rhyne University | Hickory | NC | 08/2020 | 07/2021 |
| New Asian Garden | Wake Forest | NC | 09/2019 | 08/2020 |
| Cracker Barrel | Boone | NC | 02/2023 | 11/2023 |
| Equitable Advisors, Llc | New York | NY | 02/2025 | 01/2026 |
| State Employees' Credit Union | Raleigh | NC | 01/2026 | Present |
| Secu Brokerage Services | Raleigh | NC | 01/2026 | Present |
| Secu Life Insurance Company | Raleigh | NC | 01/2026 | Present |
| Credit Union Investment Services | Raleigh | NC | 01/2026 | Present |
Sunset Slush of Granville County, LLC, 814 N. Crescent Dr Creedmoor, NC 27522, 40 hours per month during summer months, July 2023 to Present, Co Owner, not investment related. month, October 2024 to Present, Pharmacy Associate, not investment related. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 01/2026. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 01/2026. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
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