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308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-21 |
Branch Locations
308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 01/2017 | 08/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 08/2017 | 03/2018 |
| North Star Resource Group | Durham | NC | 02/2017 | 08/2017 |
| North Star Resource Group | Durham | NC | 08/2017 | 03/2018 |
| Minnesota Life Insurance Co. | St. Paul | MN | 08/2017 | 03/2018 |
| Ymca | Cary | NC | 04/2016 | 03/2018 |
| William Peace University | Raleigh | NC | 08/2013 | 05/2017 |
| Cetera Advisor Networks | El Segundo | CA | 03/2018 | 03/2019 |
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 03/2019 | 05/2021 |
| Atlantic Private Wealth. Llc | Chapel Hill | NC | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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