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1301 Annapolis Drive, Raleigh, NC 27608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-05 |
| NC | RA | APPROVED | 2022-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triangle Wealth Management | Raleigh | NC | 04/2022 | Present |
| Advisorengine | Raleigh | NC | 11/2020 | 04/2022 |
| Abrigo | Raleigh | NC | 06/2019 | 11/2020 |
| Hope College | Holland | MI | 08/2015 | 05/2018 |
| Wake Forest University | Winston-Salem | NC | 05/2018 | 08/2019 |
| Ameriprise Financial | Holland | MI | 12/2017 | 05/2018 |
| Northwestern Mutual | East Lansing | MI | 05/2017 | 12/2017 |
| Business Acquisition And Merger Associates | Charlotte | NC | 01/2019 | 04/2019 |
AnalystPrep; Not Investment-Related; 4445 Chambord, Montreal, Quebec, Canada; CFA Prep (education); Professor; 7/1/2024; 20-30 hours/month; 0 Securities Trading Hours; Create content for subscribers to AnalystPrep website (CFP levels 1,2,& 3).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
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