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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-09 |
| NC | RA | APPROVED | 2023-02-16 |
Branch Locations
4505 Country Club Road Suite 200, Winston-Salem, NC 27104 • United States
125 Fox Hollow Road Suite 104, Pinehurst, NC 28374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Winston-Salem | NC | 04/2022 | 07/2022 |
| Pga Tour | Ponte Vedra | FL | 09/2009 | 03/2022 |
| Janney Montgomery Scott Llc | Winston-Salem | NC | 07/2022 | 02/2023 |
| Janney Montgomery Scott Llc | Winston-Salem | NC | 02/2023 | Present |
First Tee of Central Carolina, Clemmons, NC. Board Member (06/2025) - focus on leadership and fundraising. Not compensated, not investment related, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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