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8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-27 |
Branch Locations
8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 07/2023 | 08/2023 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 05/2023 |
| Stone Bridge High School | Ashburn | VA | 08/2015 | 05/2019 |
| Chick-Fil-A | Ashburn | VA | 06/2018 | 12/2018 |
| Blacksburg Health And Fitness At The Weight Club | Blacksburg | VA | 05/2021 | 02/2022 |
| Virginia Tech | Blacksburg | VA | 01/2022 | 05/2022 |
| Obsidian Business Planning Solutions | Rockville | MD | 05/2022 | 08/2022 |
| Unemployed | Raleigh | NC | 06/2023 | 07/2023 |
| Raymond James Financial Services, Inc. | Raleigh | NC | 08/2023 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Raleigh | NC | 08/2023 | 10/2025 |
| Pursuit Wealth Strategies | Raleigh | NC | 08/2023 | Present |
(1)Name of Business: German Club Alumni Foundation Address: 711 Southgate Drive, Blacksburg, VA, 24061, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently in the application process, but wanted to be dilligent in reporting. Will serve on the committee to oversee all German Club Alumni Foundation, which indirectly oversees the facilities used the the G.E.R.M.A.N. Club of Virginia Tech. This is my college fraternity's alumni foundation and I will be sitting on the alumni board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-15 |
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