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117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-09-06 |
Branch Locations
117 Edinburgh South Drive Suite 110, Cary, NC 27511 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 03/2014 | 12/2017 |
| Raleigh Capital Management / Raleigh Wealth Solutions | Cary | NC | 08/2018 | Present |
| Unemployed | Sanford | NC | 12/2017 | 08/2018 |
RALEIGH WEALTH SOLUTIONS, INC., A COMPANY OFFERING LIFE INSURANCE AND ANNUITIES. 117 Edinburgh South Drive, Suite 110, Cary, NC 27511; ADVISOR, COMPLETING AND PROCESSING INSURANCE APPLICATIONS. APPROX 2 HOURS EACH MONTH IN THIS POSITION PROCESSING APPLICATIONS AND RECOMMENDING INSURANCE PRODUCTS TO CLIENTS. ALL DURING SECURITIES TRADING HOURS. START DATE 8/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-06 |
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