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7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-17 |
Branch Locations
1829 E Franklin St Ste 600C, Raleigh, NC 27514 • United States
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Raleigh | NC | 03/2023 | Present |
| Massmutual Life Insurance Co | Raleigh | NC | 03/2023 | Present |
| Focused Wealth Management | Highland | NY | 06/2017 | 08/2017 |
| Advance Testing Co | Campbell Hall | NY | 09/2010 | 12/2019 |
| Securities America, Inc. | Highland | NY | 05/2017 | 08/2017 |
| Massmutual Life Insurance Co | Durham | NC | 01/2019 | 03/2023 |
| Mml Investors Services Llc | Durham | NC | 01/2019 | 03/2023 |
| Modern Capital Securities, Inc. | Raleigh | NC | 08/2024 | Present |
| Modern Capital Advisors, Llc | Raleigh | NC | 08/2024 | Present |
MMC Financial. DBA and OBA for their business. Investments and Insurance. 5319 Arkose Dr., Raleigh, NC 27610. Financial Advisor. Started with MMC on July of 2020 while at MassMutual. 40 hours a week. Same as with Modern Capital Securities, investments, fee based planning and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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