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100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
Branch Locations
100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Charitable | Durham | NC | 06/2020 | 06/2021 |
| Fidelity Investments | Durham | NC | 06/2021 | 05/2025 |
| Southern Bank And Trust Company | Greenville | NC | 04/2019 | 06/2020 |
| East Carolina University | Greenville | NC | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Capital Investment Group. Inc | Raleigh | NC | 05/2025 | Present |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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