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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-03 |
Branch Locations
8540 Colonnade Center Drive, Raleigh, NC 27615 • United States
3580 Carmel Mountain Rd Suite 160, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2017 | 05/2025 |
| Fireside By The Patio | San Diego | CA | 05/2017 | 08/2017 |
| San Diego State University | San Diego | CA | 09/2013 | 05/2017 |
| Goldman Realty | Rancho Bernardo | CA | 05/2016 | 01/2017 |
| First Citizens Bank | San Diego | CA | 05/2025 | Present |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
Rental Property POSITION: Owner/Co-Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 4200 n 82nd st, #1019, Scottsdale AZ 85251, United States DESCRIPTION: I own a condo property in Arizona that I rent out to a tenant who currently resides there.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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