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100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-21 |
Branch Locations
100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Chapel Hill | NC | 02/2011 | 10/2017 |
| Robert W Baird & Co., Incorporated | Chapel Hill | NC | 10/2017 | 04/2021 |
| Unemployed | Durham | NC | 05/2021 | 09/2021 |
| Raymond James Financial Services | Chapel Hill | NC | 10/2021 | Present |
| Phoenix Wealth Advisors | Chapel Hill | NC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-18 |
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