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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-26 |
Branch Locations
3917 University Drive Suite 200, Durham, NC 27707 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 08/2008 | 10/2017 |
| Guardian Life Insurance Company | Raleigh | NC | 10/2017 | 12/2018 |
| Park Avenue Securities | Raleigh | NC | 10/2017 | 12/2018 |
| Cook Wealth Management Group, Llc | Raleigh | NC | 01/2019 | 10/2022 |
| Allworth Financial | Durham | NC | 02/2025 | Present |
| Investors Trust Company | Chapel Hill | NC | 10/2022 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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