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56 Hunter Street Suite 210, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-23 |
| IL | RA | APPROVED | 2021-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinghts Of Columbus | New Haven | CT | 07/2012 | 11/2017 |
| New York Life Insurance Co. | Raleigh | NC | 11/2017 | Present |
| Nylife Securities Llc | Raleigh | NC | 06/2019 | Present |
| Hunter Street Investment Advisors Llc | Apex | NC | 09/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;4140 Parklake Ave, GlenLake One, Suite 450, Raleigh, NC 27612;01/2018;1 hour per month;1 hour during trading hours][ Estate Executor;11/2017;Volunteer;8 hours per month; 1 hour during trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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