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9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-30 |
Branch Locations
1385 Environ Way, Chapel Hill, NC 27517 • United States
9212 Falls Of Neuse Rd., Suite 221, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Durham | NC | 07/2011 | 04/2026 |
| Agia | Houston | TX | 12/2022 | 04/2026 |
| Founders Financial Alliance, Llc | Chapel Hill | NC | 04/2026 | Present |
| Lpl Financial, Llc | Chapel Hill | NC | 04/2026 | Present |
1. 04/2026 - Elevate Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 08 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/30/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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