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Chapel Hill, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Raleigh | NC | 09/2016 | 05/2018 |
| Thrivent Financial | Raleigh | NC | 04/2021 | 07/2022 |
| First Citizens Bank | Raleigh | NC | 06/2018 | 03/2021 |
| First Citizens Bank And Trust Company | Raleigh | NC | 05/2016 | 07/2026 |
| Northwestern Mutual Investment Services Llc | Durham | NC | 08/2022 | 10/2023 |
| Nepsis, Inc. | Durham | NC | 11/2023 | 07/2026 |
| Complete Financial Partners Dba Cio Complete | Chapel Hill | NC | 06/2026 | Present |
Organization Name: Golden Investment Consulting LLC Position/Title: Owner Description: Ad hoc investment analysis and research services performed on a project basis. Hours per Month - 4 Start Date: 11/2025 Compensation - yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-01 |
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