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3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
Branch Locations
3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 09/2024 | 06/2026 |
| The Armstrong Company | Durham | NC | 05/2014 | 04/2018 |
| Falls Of Neuse Management Llc | Raleigh | NC | 06/2018 | 08/2018 |
| The Armstrong Company | Durham | NC | 09/2018 | 05/2022 |
| Iqvia | Durham | NC | 05/2022 | 09/2022 |
| The Armstrong Company | Durham | NC | 09/2022 | 10/2023 |
| Ami, Inc | Raleigh | NC | 10/2023 | 06/2026 |
| Olde Raleigh Financial Group | Raleigh | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
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