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3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-15 |
Branch Locations
301 Hillsborough St Suite 920, Raleigh, NC 27603 • United States
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2019 | 09/2021 |
| Powerteam Services | Raleigh | NC | 05/2018 | 07/2019 |
| Olive Garden | Holly Springs | NC | 08/2016 | 04/2019 |
| Xoom Energy Llc | Huntersville | NC | 06/2017 | 08/2017 |
| North Carolina State University | Raleigh | NC | 08/2014 | 12/2018 |
| Acn Inc | Concord | NC | 05/2016 | 08/2016 |
| Truist Advisory Services, Inc. | Raleigh | NC | 09/2021 | 11/2025 |
| Balentine, Llc | Atlanta | GA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-28 |
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