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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-07 |
Branch Locations
600 Hamilton Street Suite 900, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 05/2017 | 08/2019 |
| Boston College | Chestnut Hill | MA | 08/2015 | 05/2017 |
| Bank Of America, N.A. | Allentown | PA | 09/2017 | 08/2019 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-24 |
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