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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-09 |
Branch Locations
1401 W Hwy 160, Fort Mill, SC 29715 • United States
241 Medical Park Rd, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Forest High School | Myrtle Beach | SC | 08/2014 | 08/2018 |
| Campbell University | Buies Creek | NC | 08/2018 | 12/2018 |
| Coastal Carolina University | Conway | SC | 12/2018 | 12/2022 |
| New York Life Insurance Company | Charlotte | NC | 12/2022 | 11/2023 |
| Nylife Securities Llc | Charlotte | NC | 03/2023 | 11/2023 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | Present |
| First Citizens Bank | Fort Mill | SC | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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