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165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-07 |
Branch Locations
165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Carolina University | Greenville | NC | 08/2016 | 05/2020 |
| North American Senior Benefits | Greenville | NC | 05/2020 | 11/2020 |
| Dash Carolina | Raleigh | NC | 04/2021 | Present |
| Hilltop Wealth Advisors | Chapel Hill | NC | 07/2024 | 08/2025 |
| Hilltop Wealth Advisors, Llc | Chapel Hill | NC | 07/2024 | 08/2025 |
| Unemployed | Wake Forest | NC | 11/2020 | 02/2021 |
| Robert Half | Wake Forest | NC | 02/2021 | 08/2021 |
| Earned Wealth Advisors | Walnut Creek | CA | 08/2025 | Present |
Licensed NC Real Estate Broker - Receives commissions from advising clients in selling or buying residential real estate. DASH Carolina; Investment-related: Yes; 6601 Six Forks Rd #350 Raleigh, NC 27615; Residential real estate sales; NC Real Estate Broker; 1099 Contractor affiliated with DASH Carolina; Start Date: April 2021; 0-15 hours per month outside trading hours; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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