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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-09 |
Branch Locations
4201 Congress Street Suite 160, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2023 | 02/2026 |
| Bank Of America | Charlotte | NC | 06/2022 | 08/2022 |
| Absher Wealth Management | Chapel Hill | NC | 05/2020 | 08/2021 |
| Hillandale Golf Course | Durham | NC | 08/2021 | 12/2021 |
| Ymca Camp Cheerio | Roaring Gap | NC | 06/2018 | 08/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 05/2023 |
| St. David's School | Raleigh | NC | 08/2015 | 06/2019 |
| Unemployed | N/A | XX | 07/2013 | 05/2018 |
| Bank Of America, N.A. | Charlotte | NC | 08/2023 | 02/2026 |
| Capfinancial Securities, Llc. | Raleigh | NC | 03/2026 | Present |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2026 | Present |
Name of OBA: Young Alumni Leadership Council - UNC Chapel Hill, Address: 140 Friday Center Dr, Chapel Hill, NC 27517, Not Investment Related, Position/Title Association: Volunteer, Employee Start Date: 10/23/2025, Number of Hours: 2 hrs mthly, Number of Hours during trading: 0, Duties: Hosting local fundraising events, attending volunteer events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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