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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-05 |
Branch Locations
14804 Resolves Lane, Charlotte, NC 28277 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Tulsa | OK | 02/2009 | 11/2017 |
| Lpl Financial Llc | Tulsa | OK | 11/2017 | 03/2023 |
| Talon Wealth Management | Tulsa | OK | 03/2023 | 05/2024 |
| Aag Capital | Tulsa | OK | 03/2023 | 02/2024 |
| Brookstone Wealth Advisors | Wheaton | IL | 04/2023 | 05/2024 |
| Supreme Alliance Llc | Charlotte | NC | 08/2024 | Present |
Insurance and Investment Brokerage - owner / president - 01/15/1996 - 3213 East 93rd St -Tulsa Ok - 20hrs/mo - 20hrs/mo during Business Hrs - Yes Business Related - Fixed insurance and Annuity fixed product - Insurance fixed product sales and service - Fees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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