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2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-01-01 |
Branch Locations
2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • 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 |
|---|---|---|---|---|
| Worth Financial Advisory Group | Charlotte | NC | 11/2012 | Present |
01/2010: FIXED INSURANCE AND ANNUITIES THROUGH HIGHLAND CAPITAL CHARLOTTE NC; HOURS UNK; INVESTMENT RELATED 10/2010: CASHIER, RITE AID; 15-20 HRS/WEEK DURING NON MARKET HOURS; NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-25 |
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