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4819 Emperor Boulevard Suite 400, Durham, NC 27703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-29 |
Branch Locations
4819 Emperor Boulevard Suite 400, Durham, NC 27703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfbridge Financial Corporation | Durham | NC | 11/2008 | Present |
1. Lecturer at Columbia University. 1 hour a week. 2. Adjunct Professor at New York University. 1 hour a week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-11 |
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