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3100 Tower Blvd Ste 1605, Durham, NC 27707-6323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-12 |
Branch Locations
3100 Tower Blvd Ste 1605, Durham, NC 27707-6323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Methodist University | University Park | TX | 08/2020 | 05/2024 |
| Integrated Wealthcare, Llc | Durham | NC | 08/2024 | Present |
| Home Tax Solutions Llc | Dallas | TX | 02/2024 | 07/2024 |
| Ymca Of The Triangle (Camp Sea Gull) | Raleigh | NC | 07/2023 | 08/2023 |
| Insolvency Australia | Sydney | 05/2023 | 07/2023 | |
| Ymca Of The Triangle (Camp Sea Gull) | Raleigh | NC | 06/2021 | 08/2021 |
| Ymca Of The Triangle (Camp Sea Gull) | Raleigh | NC | 06/2022 | 08/2022 |
| Ymca Of The Triangle (Camp Sea Gull) | Raleigh | NC | 06/2020 | 08/2020 |
| Student | Durham | NC | 04/2015 | 06/2020 |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; 5 hours of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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