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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-11 |
Branch Locations
75 N. Fair Oaks Ave Suite 400, Pasadena, CA 91103 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Company | Columbus | OH | 04/2014 | 12/2022 |
| Ima Wealth, Inc. | Pasadena | CA | 01/2023 | 03/2024 |
| Equitable Distributors, Llc | Charlotte | NC | 03/2024 | 02/2026 |
| First Citizens Investor Services | Raleigh | NC | 02/2026 | Present |
| First Citizens Bank | Pasadena | CA | 02/2026 | Present |
Oikos Properties Group, Inc., non-investment related, 7331 Sonoma Creek Ct, Rancho Cucamonga Ca 91739, real estate and rental properties, 100% owner, started on 4/6/16, 1 hours devoted a month, zero hours during trading hours, duties include collecting rent and maintenance of properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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