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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-20 |
Branch Locations
4350 Congress Street Suite 900, Charlotte, NC 28209 • United States
910 East St Louis St, Springfield, MO 65806 • United States
245 Riverside Avenue Suite 410, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard J. Reynolds High School | Winston Salem | NC | 08/2015 | 06/2019 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 05/2023 |
| Massmutual Life Insurance Company | Charlotte | NC | 05/2023 | 06/2025 |
| Mml Investors Services, Llc | Charlotte | NC | 05/2023 | 06/2025 |
| Forvis Mazars Wealth Advisors Llc | Charlotte | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
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