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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-06 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transition/Training | Wake Forest | NC | 09/2016 | 07/2017 |
| Usps At Northrop Grumman | Raleigh | NC | 02/2016 | 09/2016 |
| Porter Investments, Inc. | Wake Forest | NC | 07/2017 | 06/2025 |
| The Fiduciary Alliance | Greenville | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-21 |
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