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4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-25 |
Branch Locations
1215 Jones Franklin Rd Suite 201, Raleigh, NC 27606 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
1215 Jones Franklin Rd. Suite 201, Raleigh, NC 27606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-25 |
Branch Locations
1215 Jones Franklin Rd. Suite 201, Raleigh, NC 27606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 03/2017 | 07/2018 |
| Independent Contractor | Raleigh | NC | 11/2014 | 11/2016 |
| Team Timeless Enterprises, Llc Dba Timeless Wealth Management | Raleigh | NC | 11/2018 | Present |
| Team Timeless Enterprises, Llc Dba Timeless Insurance Solutions | Raleigh | NC | 06/2017 | Present |
| Swap Sports | Wake Forest | NC | 05/2018 | 06/2021 |
| St. Raphael Catholic School | Raleigh | NC | 11/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 11/2016 | 03/2017 |
| Gradient Investments, Llc | Arden Hills | MN | 11/2018 | Present |
(1) Timeless Insurance Solutions; Yes; Raleigh, NC; Insurance Services; Insurance Agent; 06/2017; 120 HRS MO; 120/ HRS MO (2) St. Raphael Catholic School; No; Wake Forest, NC; School; Program Director/Head coach; 11/2017; 12/month; 2/month; Duties: Director of basketball program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-04 |
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