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5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| NC | RA | APPROVED | 2024-11-01 |
Branch Locations
5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 07/2006 | 03/2017 |
| Bank Of America, Na | Greensboro | NC | 12/2009 | 03/2017 |
| Raymond James Financial Services, Inc. | Greensboro | NC | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Greensboro | NC | 03/2017 | Present |
| 1808 Capital Partners | Greensboro | NC | 03/2017 | Present |
| One8Zero8 M&A, Llc | Greensboro | NC | 04/2021 | Present |
| 1808 Capital Partners | Greensboro | NC | 11/2024 | Present |
(1)Name of Business: 1808 Capital Partners Address: 5 Corporate Center Ct Ste 100, Greensboro, NC, 27408, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner/Branch Manager (2)Name of Business: Canterbury School Address: 5400 Old Lake Jeanette Rd., Greensboro, NC, 27455, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work alongside school's endowment committee and 3rd party investment advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-03 |
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