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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-27 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
413 North Center Street, Statesville, NC 28677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Statesville | NC | 05/2026 | Present |
| Tiaa | Charlotte | NC | 06/2024 | 05/2025 |
| Stonex Advisors Inc. | Statesville | NC | 05/2026 | Present |
| Capital Investment Brokerage, Inc | Raleigh | NC | 09/2021 | 03/2022 |
| Tiaa | Charlotte | NC | 06/2021 | 08/2021 |
| Ebs Wealth Management Llc | Statesville | NC | 06/2020 | 08/2020 |
| North Carolina State University | Raleigh | NC | 01/2020 | 05/2021 |
| Robert Bosch Tool Corp | Lincolnton | NC | 05/2019 | 08/2019 |
| Verdict Ridge Gold & Country Club | Denver | NC | 08/2016 | 11/2018 |
| North Carolina State University | Raleigh | NC | 08/2018 | 05/2022 |
| North Lincoln High School | Lincolnton | NC | 08/2014 | 08/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 07/2022 | 04/2026 |
| Tiaa | Charlotte | NC | 05/2025 | 04/2026 |
1) Rental property - 2757 Von Thuringer Court Charlotte, NC 28210 Nature of Business: Rental property where I receive rental income. Investment Related: Yes Business Position: Landlord Business Duties: All duties of a landlord. Business Start Date: 04/24/2026 Approximately 5 hours spent on this OBA monthly; with 0 during market hours 2) Elledge, Bain, Sides, LLC - 413 N Center St Statesville, NC 28677 Nature of Business: insurance Investment Related: Yes Business Position: Agent Business Duties: review life insurance policies, sell fixed annuities and life insurance Business Start Date: 05/04/2026 Approximately 90 hours spent on this OBA monthly; with 80 spent during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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