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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-24 |
Branch Locations
3705 Concord Pike, Wilmington, DE 19803 • United States
8394 Six Forks Road Suite 204, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brier Creek Country Club | Raleigh | NC | 11/2023 | 11/2025 |
| Target | Wake Forest | NC | 04/2023 | 05/2023 |
| Legacy Capital Advisors, Llc | Raleigh | NC | 01/2026 | 07/2026 |
| Wake Forest High School | Wake Forest | NC | 08/2018 | 06/2022 |
| North Carolina State University | Raleigh | NC | 08/2022 | 12/2025 |
| Unemployed | Wake Forest | NC | 01/2016 | 04/2023 |
| Unemployed | Wake Forest | NC | 05/2023 | 11/2023 |
| Unemployed | Raleigh | NC | 11/2025 | 01/2026 |
| Cetera Wealth Services, Llc | Raleigh, | NC | 01/2026 | 07/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | 07/2026 |
| Diversified, Llc | Wilmington | DE | 07/2026 | Present |
5/2026 Independent Licensed insurance Agent; Investment Related; Raleigh, NC; Accident & Health or Sickness, Life, Variable Life & Variable Annuity, Med Supp/Long Term Care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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