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1900 Market Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-15 |
Branch Locations
1900 Market Street, Philadelphia, PA 19103 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Llc | New York | NY | 06/2015 | 12/2016 |
| Citigroup | New York | NY | 01/2017 | 08/2018 |
| Nyc Dept. Of Consumer Affairs | New York | NY | 08/2018 | 02/2020 |
| Self-Employed | Raleigh | NC | 03/2020 | 12/2020 |
| Novozymes | Raleigh | NC | 01/2021 | 12/2022 |
| Willowtree | Raleigh | NC | 12/2022 | 04/2025 |
| Self-Employed | Raleigh | NC | 05/2025 | Present |
| Wealth More Enterprise | Philadelphia | PA | 11/2025 | Present |
Building Bread - Not Investment Related - 8520 Bermondsey Market Way, Wake Forest, NC, 27587 - Education - CEO - Owner - 09/2010 - 4 hours per month - 0 hours during trading hours - Author/Speaker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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