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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-20 |
Branch Locations
3412 Westgate Drive, Durham, NC 27707 • United States
300 Weaver Street, Carrboro, NC 27510 • United States
3732 N Roxboro Road, Durham, NC 27704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Winston Salem | NC | 01/2005 | 01/2017 |
| Suntrust Bank | Raleigh | NC | 01/2017 | 09/2019 |
| Suntrust Investment Services | Atlanta | GA | 01/2017 | 10/2020 |
| United Brokerage Services, Inc. | Parkersburg | WV | 10/2020 | 04/2022 |
| Pnc Investments Llc | Durham | NC | 04/2022 | Present |
05/07/2024 / Co-Owner with Stacey Curelop / Rental property - Short term rental / Non-investment related / Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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