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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
Branch Locations
145 S. Main Street Suite 200, Fuquay-Varina, NC 27526 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citadel Financial Planning | Fuquay-Varina | NC | 03/2024 | Present |
| Consolidated Planning | Raleigh | NC | 10/2023 | 02/2024 |
| Private Contract | Cary | NC | 08/2020 | 07/2023 |
| Syngenta | Research Triangle Park | NC | 07/2017 | 04/2020 |
| Advanced Animal Diagnostics | Morrisville | NC | 03/2017 | 07/2017 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2014 | 07/2016 |
| Consolidated Planning Onboarding | Cary | NC | 07/2023 | 10/2023 |
| Self-Employed | Cary | NC | 04/2020 | 07/2023 |
| Graduated - Job Searching | Chapel Hill | NC | 07/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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