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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-16 |
Branch Locations
1030 West Market St, Greensboro, NC 27401 • United States
Burlington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Graham | NC | 09/2022 | 06/2023 |
| First Bank | Greensboro | NC | 12/2019 | 11/2021 |
| Unemployed | Burlington | NC | 12/2021 | 09/2022 |
| Unemployed | Burlington | NC | 05/2019 | 11/2019 |
| Truliant Federal Credit Union | Greensboro | NC | 05/2018 | 05/2019 |
| Unemployed | Burlington | NC | 12/2017 | 05/2018 |
| Bb&T | Greensboro | NC | 03/2017 | 12/2017 |
| T.J. Maxx | Burlington | NC | 08/2016 | 04/2017 |
| Bank Of America, N.A. | Graham | NC | 12/2022 | 06/2023 |
| Unemployed | Burlington | NC | 06/2023 | 04/2024 |
| State Employees' Credit Union | Greensboro | NC | 04/2024 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2024 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2024 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 04/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Rolls LLC. Address: 135 Lodgepole Ln Burlington, NC. 27215 Nature: Non-Investment, Frozen Indian snacks. Title: Owner. Start Date: 08/07/2023. Hours per Month: 20. Meeting businesses who sell Indian snacks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-18 |
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