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628 Green Valley Road Suite 204, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-15 |
Branch Locations
628 Green Valley Road Suite 204, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 05/2007 | 05/2019 |
| Williams Private Wealth Advisory & Consulting, Llc | Wake Forest | NC | 05/2019 | Present |
| Capital Management Llc | Greensboro | NC | 05/2023 | Present |
I am currently registered with Keel Point. I help them with recruiting/business development. In addition I have my own consulting firm focused on coaching as well as recruiting advisors for financial advisory firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
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