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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-09 |
| NC | RA | APPROVED | 2026-05-04 |
Branch Locations
4800 Six Forks Road, Raleigh, NC 27609 • United States
241 Green Street, Fayetteville, NC 28301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattawan High School | Mattawan | MI | 08/2013 | 05/2017 |
| Angelo's Italian Eatery | Mattawan | MI | 06/2016 | 06/2017 |
| Mary Kay | Marcellus | MI | 07/2017 | 11/2017 |
| Padnos International Center | Allendale | MI | 08/2018 | 11/2019 |
| Title Boxing Club Grandville | Grandville | MI | 12/2019 | 08/2020 |
| Grand Valley State University | Allendale | MI | 08/2017 | 04/2021 |
| Unemployed | Grand Rapids | MI | 04/2021 | 09/2021 |
| Shania Mason | Raleigh | NC | 12/2024 | Present |
| Unemployed | Raleigh | NC | 06/2022 | 09/2022 |
| On Location | Raleigh | NC | 10/2022 | 09/2023 |
| On Location | Raleigh | NC | 09/2023 | 11/2024 |
| French Ministry Of Education And Cultural Services Of The French | Roche-La-Moliere | 09/2021 | 05/2022 | |
| Dillon Burdette | Raleigh | NC | 06/2025 | 12/2025 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | 04/2026 |
| United Brokerage Services, Inc. | Raleigh | NC | 04/2026 | Present |
(1) Shania Mason, 3710 Exchange Glenwood Pl, Apt 170, Raleigh, NC 27612, December 2025-Present, Freelance Event Planner, providing event support and planning, such as wedding coordination, event set up, bar tending, operations and support, 10HRS/MO, not investment related. (2) Miracle Hunger and Trauma Solutions Organization,1778 Bridle Creek St SE, Kentwood, Mi 49508, December 2025-Present, Board Member/VP on volunteer basis, help make decisions with the board members, occasional outreach or research on behalf of the organization, occasional fundraising support, 3HRS/MO. not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
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