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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| NC | RA | APPROVED | 2024-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rush Innovations | Greensboro | NC | 05/2016 | 05/2017 |
| Truist | Greensboro | NC | 08/2018 | 09/2018 |
| Aerotek/Wells Fargo | Greensboro | NC | 06/2017 | 07/2018 |
| Wells Fargo | Winston Salem | NC | 10/2018 | 09/2021 |
| H3 Hope Health Healing Pllc | Greensboro | NC | 10/2021 | 04/2024 |
| Harland Clarke | Greensboro | NC | 04/2023 | 04/2024 |
| Spectrum | Greensboro | NC | 12/2022 | 03/2023 |
| At&T | Greensboro | NC | 10/2023 | 08/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | Present |
| Mccrary Homes | Greensboro | NC | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RAPHAEL MCGEE INVESTMENT RELATED: NO ADDRESS: 3011 WINDSOR CREEK WAY GREENSBORO, NC 27405 NATURE OF BUSINESS: REAL ESTATE START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, SECURITIES AND FINANCIAL PLANNING 4. NAME OF OTHER BUSINESS: THE MISSING LINK H3 LIMITED LIABILITY COMPANY; INVESTMENT RELATED: NO; ADDRESS: 2812 GIBBONS AVE BALTIMORE, MD 21214; NATURE OF BUSINESS: HOUSING ASSISTANCE; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HELPING MANAGE A GROUP HOME; 5. NAME OF OTHER BUSINESS: MCCRARY HOMES; INVESTMENT RELATED: NO; ADDRESS: 300 S WESTGATE DR, UNIT A GREENSBORO, NC 27407 NATURE OF BUSINESS: MENTAL HEALTH SERVICES; START DATE: 05/2026; POSITION/TITLE/RELATIONSHIP: DSP STAFF; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DIRECT SUPPORT STAFF FOR CLIENTS WITH INTELLECTUAL DISABILITIES, WILL HELP THEM MAINTAIN A NORMAL LIFE TO THEIR FULL POTENTIAL;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
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