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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Microsoft, Inc. | Durham | NC | 07/2022 | Present |
| Student | Durham | NC | 09/2015 | 05/2022 |
| Core Planning, Llc | Ofallon | MO | 10/2025 | Present |
I am a Data Scientist/Software Engineer for Microsoft. The business is not investment related. I work remotely from my home at 204 Hidden Springs Dr, Durham, NC 27703. The nearest office is 1009 Think Pl, Morrisville, NC 27560. The company is headquartered at One Microsoft Way, Redmond, Washington 98052-6399. Microsoft is a technology company that builds and sells a variety of technology, hardware, software, and cloud services. I am an employee of Microsoft. I began working for Microsoft on July 25th, 2022. I work approximately 160 hours/month to at Microsoft. The Microsoft work hours can be flexible but typically overlap with 85% of securities trading hours (9:30AM - 4:00PM). Pre-Market and After-Hours trading does not typically overlap with the other business. My duties at Microsoft include building AI agents that support business functions for our sales organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
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