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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-03 |
Branch Locations
9121 Anson Way, Suite 200, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2013 | 05/2020 |
| Northwest Asset Management | Mercer Island | WA | 05/2020 | 04/2021 |
| Acorn & Oak Wealth Management, Llc | Raleigh | NC | 04/2021 | Present |
Bird & Bear LLC Not investment related 5347 Cypress Ln, Raleigh, NC 27609 Short Term Rental Properties Owner 1/2019 8 hours per month, none during securities trading hours Duties include relaying information regarding STR to co-host Good Barrels of the Triangle NOT investment-related 5347 Cypress Ln, Raleigh, NC 27609 Nonprofit Cofounder February 2023 20 0 Help run events which raise funds and awareness for small local nonprofits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-06 |
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