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8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-31 |
Branch Locations
128 S Tryon Street, Charlotte, NC 28202 • United States
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Charlotte | NC | 09/2018 | 05/2023 |
| J.M. Barry & Associates, Llc | Charlotte | NC | 09/2018 | 05/2023 |
| Wells Fargo Advisors | St. Louis | MO | 07/2017 | 09/2018 |
| Campbell University | Buies Creek | NC | 08/2012 | 05/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2023 | 12/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | Present |
| First Citizens Bank | Charlotte | NC | 01/2025 | Present |
| First Citizens Asset Management | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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