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2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-11 |
| SC | RA | APPROVED | 2024-09-11 |
Branch Locations
2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Charlotte | NC | 07/2023 | 05/2024 |
| Ecu Health | Greenville | NC | 01/2022 | 05/2022 |
| Nc State Employees Credit Union | Dunn | NC | 07/2019 | 12/2021 |
| Godwin Manufacturing Company | Dunn | NC | 01/2019 | 05/2019 |
| Duke University | Durham | NC | 02/2018 | 08/2018 |
| Greenville Country Club | Greenville | NC | 01/2022 | 11/2022 |
| Godwin Manufacturing Company | Dunn | NC | 06/2015 | 05/2016 |
| East Carolina University | Greenville | NC | 08/2020 | 05/2023 |
| Nc State University | Raleigh | NC | 06/2017 | 12/2017 |
| Strathmore Capital Advisors | Charlotte | NC | 09/2024 | Present |
| Unemployed | Charlotte | NC | 06/2024 | 09/2024 |
| Campbell University | Buies Creek | NC | 08/2016 | 05/2017 |
| Duke University And Health System | Durham | NC | 10/2018 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-03 |
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