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5975 South Quebec Street Suite 310, Centennial, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacypcs | Raleigh | NC | 03/2022 | 02/2023 |
| Brown Advisory | Chapel Hill | NC | 03/2018 | 03/2022 |
| Bb&T | Winston Salem | NC | 08/2015 | 03/2018 |
| Nylife Securities Llc | Scott | NC | 09/2022 | 02/2023 |
| Eagle Strategies Llc | Raleigh | NC | 12/2022 | 02/2023 |
| Robert W. Baird & Co. Incorporated | Raleigh | NC | 02/2023 | 03/2024 |
| Peak Planning Group, Llc | Raleigh | NC | 03/2024 | Present |
Financial Planning Association Not investment related 701 Exposition Place, Suite 206 Raleigh, NC 27615 Nature of business: Membership organization for Financial Planners Position/Title: Women's Initiative Director Start date: 1/2023 Approximate number of hours/month devoted: 4 Number of hours devoted during securities trading hours: 2 Describe duties: Coordinate & host events for women financial advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
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