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4600 Marriott Dr. Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-05 |
Branch Locations
4600 Marriott Dr. Suite 200, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence | AL | 07/2017 | 09/2020 |
| Unemployed | Muscle Shoals | AL | 04/2017 | 07/2017 |
| Greensboro Swarm | Greensboro | NC | 10/2016 | 04/2017 |
| Tryon Title Agency Llc | Raleigh | NC | 05/2016 | 10/2016 |
| Bank Of America, N.A. | Florence | AL | 11/2018 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Raleigh | NC | 09/2020 | 01/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2020 | 01/2026 |
| Tradewinds | Raleigh | NC | 01/2026 | Present |
* 578242 - Rental Property; Investment related-Yes; Raleigh, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 0; None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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