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6501 Weston Pkwy Suite #300, Cary, NC 27513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Capital Markets, Llc | Jersey City | NJ | 01/2014 | 05/2018 |
| Bny Mellon Capital Markets, Llc | New York | NY | 08/2014 | 10/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | 01/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 01/2024 |
| Family Legacy Financial Soklutions, Llc | Cary | NC | 02/2024 | Present |
1) AMERICAN RED CROSS OF EASTERN NORTH CAROLINA, 100 N PEARTREE LANE, RALEIGH, NC, BOARD MEMBER OF A NON- PUBLIC ENTITY- NIR, 07/01/21, 1 HR/WEEK- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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