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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
4700 Six Forks Road, Suite 100, Raleigh, NC 27609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 12/2018 |
| First Federal Bank | Clayton | NC | 09/2006 | 04/2018 |
| Unemployed | Knightdale | NC | 12/2018 | 05/2019 |
| Principal Life Insurance Company | Knightdale | NC | 05/2019 | 01/2022 |
| Principal Securities Inc | Knightdale | NC | 05/2019 | 01/2022 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | 08/2023 |
| First Citizens Bank | Clayton | NC | 01/2022 | 08/2023 |
| Thrivent Investment Management Inc | Smithfield | NC | 09/2023 | 04/2026 |
| Thrivent Financial | Appleton | WI | 10/2023 | 02/2024 |
| Thrivent Financial | Appleton | WI | 02/2024 | 04/2026 |
| Osaic Institutions, Inc | Meriden | CT | 04/2026 | Present |
| Hometrust Bank | Raleigh | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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