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9121 Anson Way Suite 200, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-14 |
Branch Locations
9121 Anson Way Suite 200, Raleigh, NC 27615 • United States
420 Park Street Suite 100, Belmont, NC 28012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Chapel Hill | NC | 08/2015 | 06/2018 |
| La Residence | Chapel Hill | NC | 06/2018 | 03/2019 |
| 411 West Italian Cafe | Chapel Hill | NC | 03/2019 | 07/2019 |
| Finley Golf Club | Chapel Hill | NC | 07/2019 | 09/2020 |
| Grant Thornton Llp | Arlington | VA | 09/2020 | 05/2023 |
| Ryan Consulting Group | Charlotte | NC | 05/2023 | 03/2025 |
| Prospera Financial Services Inc | Dallas | TX | 03/2025 | Present |
ADVISORTRUST PARTNERS, LLC; INVESTMENT RELATED - YES; 8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NORTH CAROLINA 27615; FINANCIAL ADVISOR; REGISTERED INVESTMENT ADVISER; 08/2025; 120 HOURS PER MONTH; 120 DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-04 |
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