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3048 North Center Street, Hickory, NC 28601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Charlotte | NC | 07/2021 | 02/2023 |
| Abs Legacy Partners, Llc | Hickory | NC | 02/2023 | Present |
| Appalachian State University | Boone | NC | 06/2017 | 07/2021 |
| Greer High School | Greer | SC | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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