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5700 Oleander Drive, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh | NC | 08/2023 | 10/2023 |
| Atrium Health Wake Forest Baptist | High Point | NC | 08/2022 | 05/2023 |
| Aya Healthcare | Orlando | FL | 03/2022 | 06/2022 |
| Orlando Health | Orlando | FL | 10/2020 | 02/2022 |
| Advent Health | Orlando | FL | 10/2019 | 10/2020 |
| Walt Disney World | Orlando | FL | 06/2007 | 09/2019 |
| Capital Investment Advisory Services Llc | Raleigh | NC | 09/2023 | 10/2023 |
| Integrated Advisory Services | Winston Salem | NC | 10/2023 | 01/2025 |
| Unemployed | High Point | NC | 01/2025 | 04/2025 |
| Unemployed | High Point | NC | 05/2023 | 10/2023 |
| Encompass Health | Winston Salem | NC | 04/2025 | Present |
| Ascendor Wealth, Llc | Wilmington | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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