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3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
Branch Locations
3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc | Raleigh | NC | 12/2016 | 03/2017 |
| Clear Defense Llc | Greensboro | NC | 07/2000 | 11/2016 |
| Massachusetts Mutual Life Insurance Company | Raleigh | NC | 12/2016 | 02/2022 |
| Mml Investors Services, Llc | Raleigh | NC | 03/2017 | 02/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 02/2022 | 06/2026 |
| Olde Raleigh Financial | Raleigh | NC | 02/2022 | Present |
1. INSURANCE: INDEPENDENT LIFE/HEALTH/LTC INSURANCE AGENT; LICENSED SINCE 11/2020, OFFERING INSURANCE PRODUCTS THROUGH UNAFFILIATED INSURANCE COMPANIES. ESTIMATE SPENDING 20 HOURS PER MONTH, ALL DURING TRADIN HOURS, ON THIS ACTIVITY; INVESTMENT RELATED. 2. OLDE RALEIGH FINANCIAL, PRIVATE WEALTH MANAGER, 02/2022, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
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