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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-12 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| Bench Craft Company | Raleigh | NC | 07/2022 | 08/2022 |
| Ciyh | Dania (Remote) | FL | 05/2022 | 07/2022 |
| Top Palm Property Solutions (Not An Llc) | Dania | FL | 01/2022 | 05/2022 |
| Gravitational Marketing | Dania(Remote) | FL | 01/2022 | 04/2022 |
| Vkool Of Florida | Fort Lauderdale | FL | 07/2021 | 12/2021 |
| Coastel Ridge Real Estate | Greenville | NC | 10/2020 | 06/2021 |
| Cardinal Group Management | Greenville | NC | 01/2020 | 07/2020 |
| Cardinal Group Management | Greenville | NC | 06/2019 | 01/2020 |
| Winslows Tavern | Greenville | NC | 03/2019 | 05/2019 |
| Outback Steak House | Greenville | NC | 02/2019 | 02/2019 |
| East Carolina University | Greenville | NC | 09/2017 | 02/2019 |
| Constitution Marina | Boston | MA | 05/2017 | 09/2017 |
| Fidelity Investments | Durham | NC | 10/2022 | 04/2023 |
| Dean College | Franklin | MA | 07/2016 | 05/2017 |
| Pitt Community College | Greenville | NC | 01/2017 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 01/2025 | Present |
| Wells Fargo Bank, Na | Chapel Hill | NC | 02/2024 | Present |
| Unemployed | Raleigh | NC | 04/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
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