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1741 Tiburon Drive, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Live Oak Private Wealth | Wilmington | NC | 08/2023 | Present |
| Live Oak Bank | Wilmington | NC | 05/2023 | 08/2023 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 05/2023 |
| Raleigh Charter High School | Raleigh | NC | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
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