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1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-09 |
| NC | RA | APPROVED | 2025-12-09 |
Branch Locations
621 Hillsborough Street, Suite 1000, Raleigh, NC 27603 • United States
1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Financial Technologies, Llc | Raleigh | NC | 06/2025 | Present |
| Deloitte | Raleigh | NC | 01/2025 | 06/2025 |
| Nc State | Raleigh | NC | 12/2024 | 01/2025 |
| State Employees' Credit Union | Raleigh | NC | 09/2024 | 11/2024 |
| Agcarolina Farm Credit | Greenville | NC | 05/2024 | 08/2024 |
| Wilders Farm Llc | Clayton | NC | 05/2023 | 04/2024 |
| Neuse Sport Shop | Kinston | NC | 05/2022 | 08/2022 |
| Nc State | Raleigh | NC | 09/2022 | 05/2023 |
| Elawn Lawn & Landscape Management | Clayton | NC | 05/2017 | 08/2021 |
| Riverwood Middle School | Clayton | NC | 05/2010 | 05/2017 |
| Nc State | Raleigh | NC | 08/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
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