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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| NC | RA | APPROVED | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 12/2023 | 06/2024 |
| Unemployed | Garner | NC | 05/2023 | 11/2023 |
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 05/2022 | 05/2023 |
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 08/2020 | 05/2022 |
| Baptist State Convention Of Nc | Cary | NC | 06/2018 | 12/2019 |
| First Baptist Church Of Cary | Cary | NC | 06/2019 | 08/2019 |
| First Baptist Church Of Cary | Cary | NC | 09/2017 | 11/2020 |
| North Carolina State University | Raleigh | NC | 09/2016 | 02/2017 |
| Self-Employed | Cary | NC | 07/2017 | 06/2022 |
| First Baptist Church Of Cary | Cary | NC | 12/2014 | 03/2017 |
| North Carolina State University | Raleigh | NC | 08/2015 | 05/2019 |
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 08/2019 | 05/2023 |
| Equitable Advisors, Llc. | New York | NY | 08/2024 | Present |
POA for Wife
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-09 |
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