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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfo4Life | Coppell | TX | 07/2009 | 05/2017 |
| Ausdal Financial Partners | Davenport | IA | 09/2012 | 05/2017 |
| Elon University | Winston Salem | NC | 06/2020 | 12/2022 |
| Trust Company Of The South | Winston Salem | NC | 06/2018 | 07/2020 |
| Pnc | Pittsburgh | PA | 06/2017 | 05/2018 |
| Mindful Financial, Llc | Winston Salem | NC | 07/2021 | Present |
| Satis Wealth Management | London | 05/2025 | Present | |
| Georgetown University Mcdonough School Of Business | Washington | DC | 10/2022 | 05/2025 |
1). Dal Reid LLC - Consultant supporting with CFO services. - Position may occur during trading hours. $50K per year paid quarterly in advance. No investment management services solicited. Financial Planning Engagement. Date of hire: 1/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-21 |
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