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3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-29 |
Branch Locations
3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Financial Services | Winston Salem | NC | 04/2023 | Present |
| Short Street Kitchen | Kernersville | NC | 10/2021 | 03/2023 |
| Summit Credit Union With Kristofer Essex | Hickory | NC | 08/2019 | 10/2021 |
| Suntrust Bank | Bluffton | SC | 02/2018 | 06/2019 |
| Michael C. Riley Elementary School | Bluffton | SC | 08/2016 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-29 |
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