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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-11 |
| NC | RA | APPROVED | 2025-05-28 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ally Invest Securities Llc | Charlotte | NC | 06/2022 | 10/2023 |
| Ally Invest Advisors | Charlotte | NC | 06/2022 | 10/2023 |
| Jla Securities Llc | Detroit | MI | 03/2023 | 10/2023 |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
| First Citizens Bank | Raleigh | NC | 05/2025 | Present |
| Federal Home Loan Bank Of Chicago | Raleigh | NC | 11/2023 | 02/2025 |
| Centier Bank | Merrillville | IN | 04/2025 | 05/2025 |
| Bank Of America | Boston | MA | 08/2008 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2016 | 06/2022 |
I am the sole owner of a rental property. The address is 3655 N Hermitage Ave, 1st Floor, Chicago Il 60613. This is a rental property, I am the Sole Owner, and I began renting the property in Q4 2024. I devote between 2-5 hours a month on the rental property. I do not devote time to the rental property during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-02 |
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