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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-06 |
| NJ | RA | APPROVED | 2026-03-02 |
| OH | RA | APPROVED | 2025-06-17 |
| SC | RA | APPROVED | 2025-06-06 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-13 |
Branch Locations
123 N. Main St., Belmont, NC 28012 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Charlotte | NC | 02/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2018 | 07/2024 |
| Bank Of America, N.A. | Charlotte | NC | 11/2022 | 07/2024 |
| Coppell Advisory Solutions | Coppell | TX | 10/2024 | 06/2025 |
| Belmont Capital Advisors | Belmont | NC | 08/2024 | 06/2025 |
| Alliance Global Partners | Charlotte | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-11 |
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