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3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-18 |
Branch Locations
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Monroe, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hickory Tavern | Charlotte | NC | 04/2015 | 09/2017 |
| Hickory Tavern | Huntersville | NC | 09/2017 | 11/2018 |
| Hickory Tavern | Charlotte | NC | 11/2018 | 06/2019 |
| Uber Eats | Charlotte | NC | 06/2019 | 01/2020 |
| Hickory Tavern | Indian Land | SC | 01/2020 | 06/2020 |
| Uber Eats | Charlotte | NC | 06/2020 | 01/2022 |
| Trinitypoint Wealth | Charlotte | NC | 01/2022 | 04/2022 |
| Trinitypoint Wealth | Charlotte | NC | 05/2022 | 01/2025 |
| Coastal Bridge Advisors | Westport | CT | 01/2025 | 05/2025 |
| Sparta Wealth Partners | Charlotte | NC | 07/2025 | 06/2026 |
| Fortress Private Ledger, Llc | Raleigh | NC | 06/2026 | Present |
1) Charlotte Area Chamber of Commerce; not investment related; Charlotte, NC; Programs Committee Chair; 1/1/25; 5 hrs/month; chamber related event planning 2) Wingate University; not investment related; Wingate, NC; adjunct faculty; 8/20/2026; 16 hrs/month; teaching personal financial well-being classes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-24 |
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