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1 Glenwood Ave Office 04-113, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-16 |
Branch Locations
1 Glenwood Ave Office 04-113, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Wealth Advisors | Raleigh | NC | 10/2025 | Present |
| Blue Trust | Alpharetta | GA | 01/2024 | 09/2025 |
| Captrust Financial Advisors | Raleigh | NC | 05/2023 | 12/2023 |
| The Wilds Christian Camp & Conference Center | Brevard | NC | 05/2020 | 08/2022 |
| Chick-Fil-A | Raleigh | NC | 10/2021 | 01/2022 |
| Black's Tire Service | Raleigh | NC | 08/2021 | 10/2021 |
| Bob Jones University | Greenville | NC | 08/2019 | 12/2023 |
| N/A | Raleigh | NC | 01/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
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