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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Food Lion | Pink Hill | NC | 06/2018 | 11/2021 |
| Carolina Union | Chapel Hill | NC | 11/2023 | 05/2024 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 05/2024 | 12/2024 |
| Walmart | Chapel Hill | NC | 02/2025 | 10/2025 |
| East Duplin High School | Beulaville | NC | 10/2015 | 06/2018 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 11/2021 | 11/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING 2. NAME OF OTHER BUSINESS: CHRISTIANS ON CAMPUS INVESTMENT RELATED: NO ADDRESS: CHAPEL HILL, NC NATURE OF BUSINESS: BOARD FIDUCIARY ROLE START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: MENTOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MENTOR FOR THE STUDENT ORGANIZATION OF CHRISTIANS ON CAMPUS AT UNC-CHAPEL HILL. HELP ORGANIZE BIBLE STUDY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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