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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 02/2022 | 01/2024 |
| Credit Suisse Group | Morrisville | NC | 09/2019 | 11/2021 |
| Unemployed | Fayetteville | NC | 06/2019 | 08/2019 |
| Northwestern Mutual | Raleigh | NC | 05/2018 | 05/2019 |
| Fayetteville State University | Fayetteville | NC | 08/2017 | 05/2019 |
| Mj Soffe | Fayetteville | NC | 08/2016 | 10/2017 |
| Edelman Financial Engines | Santa Clara | CA | 07/2024 | Present |
| Unemployed | Fayetteville | NC | 02/2024 | 06/2024 |
| University Of North Carolina At Pembroke | Pembroke | NC | 08/2008 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
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