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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-09 |
Branch Locations
Greensboro, NC • United States
380 Knollwood Street Suite 300, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houston Astros | Davenport | IA | 06/2016 | 04/2017 |
| Servicemaster Building Care | Greensboro | NC | 11/2016 | 02/2017 |
| Oppenheimer & Co. Inc. | Winston-Salem | NC | 06/2017 | Present |
| Unemployed | Jamestown | NC | 05/2017 | 05/2017 |
RENTING MY PERSONAL PRIMARY RESIDENCE UP TO 14 DAYS PER YEAR DURING LOCAL EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
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