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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-06 |
Branch Locations
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miner Wealth Management | Raleigh | NC | 04/2023 | 07/2023 |
| Moore Colson Cpas And Advisors | Atlanta | GA | 05/2017 | 02/2024 |
| Arysta Lifescience | Cary | NC | 09/2013 | 04/2017 |
| Miner Wealth Management | Raleigh | NC | 07/2023 | 11/2025 |
| Windham Brannon | Atlanta | GA | 03/2024 | 01/2025 |
| Miner Wealth Management | Raleigh | NC | 12/2025 | Present |
Bookkeeping services; non investment related; personal residence; sole-prop; start date: 07/2024; 12hrs/month; organize and maintain the business's financial records, including recording transactions, preparing financial statements, and reconciling bank accounts with the business's financial records.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-06 |
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