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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 06/2015 | 06/2022 |
| Bank Of America, N.A. | Asheville | NC | 06/2015 | 06/2022 |
| Bank Of America Na. Merrill Lynch Na | Jacksonville | FL | 06/2015 | 06/2022 |
| Colton Groome Financial Advisors, Llc | Asheville | NC | 07/2022 | 02/2024 |
| Valmark Securities, Inc. | Akron | OH | 07/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hendersonville | NC | 03/2024 | 07/2024 |
| Bank Of America, N.A. | Hendersonville | NC | 04/2024 | 07/2024 |
| Wells Fargo Clearing Services, Llc ( | Charlotte | NC | 07/2024 | 06/2025 |
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| First Citizens Bank | Arden | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
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