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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-02 |
Branch Locations
241 Medical Park Rd, Mooresville, NC 28117 • United States
300 The Parkway, Greer, SC 29650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenville | SC | 10/2014 | 11/2016 |
| Wellsfargo Bank , Na | Greenville | SC | 08/2010 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 10/2018 |
| First Citizens Bank | Greer | SC | 10/2018 | 01/2022 |
| First Citizens Investor Services | Raleigh | NC | 10/2018 | 01/2022 |
| Uber Eats | Trevose | PA | 10/2020 | 05/2021 |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | Present |
| First Citizens Bank | Greer | SC | 01/2023 | Present |
| Synovus Bank | Suwanee | GA | 01/2022 | 01/2023 |
SAI RENTAL PROPERTIES, LLC POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2022 ADDRESS: 5 Cedarhill Ct, Simpsonville SC 29681, United States DESCRIPTION: Rental It used to be used to collect rental income, but that is no longer the case, and it is non income producing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-30 |
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