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32 N. Front Street, Wilmington, NC 28401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
| NC | RA | APPROVED | 2023-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tilia Fiduciary Partners | Wilmington | NC | 02/2023 | Present |
| Hachette Book Group | Wilmington | NC | 08/2022 | 01/2023 |
| A. Noble Events & Design | Wilmington | NC | 01/2022 | 06/2022 |
| Common Desk | Wilmington | NC | 01/2021 | 08/2021 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 12/2020 |
| Westlake High School | Austin | TX | 08/2018 | 06/2019 |
| Wakefield High School | Arlington | VA | 09/2017 | 06/2018 |
| Fairfax High School | Fairfax | VA | 09/2015 | 06/2017 |
| Unemployed | Wilmington | NC | 09/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-14 |
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