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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-20 |
Branch Locations
7900 Triad Center Drive Suite 410, Greensboro, NC 27409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Greensboro | NC | 03/2022 | 09/2022 |
| All Right Heating And Cooling | Trinity | NC | 05/2017 | 08/2018 |
| Unemployed | Clemmons | NC | 08/2016 | 05/2017 |
| Idol Co Electric | Winston-Salem | NC | 08/2018 | 02/2019 |
| Unemployed | Greensboro | NC | 02/2019 | 02/2022 |
| Equitable Advisors, Llc | New York | NY | 09/2022 | 11/2022 |
| Concourse Financial Group Securities Inc | Greensboro | NC | 03/2023 | 02/2025 |
| Vizo Financial Corporate Credit Union | Greensboro | NC | 03/2023 | Present |
| Unemployed | Greensboro | NC | 11/2022 | 03/2023 |
| Cetera Wealth Services, Llc | Greensboro | NC | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
VIZO FINANCIAL CORPORATE CREDIT UNION; Investment Related; 7900 Triad Center Drive, Suite 410, Greensboro, NC 27409; Financial Services; Investment Analyst; Start Date 03/2020; 160 hours per month with the majority of hours per month occurring during trading hours; Help Vizo credit union members purchase CDs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
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