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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-20 |
Branch Locations
7207 Ibm Drive 2Nd Fl, Charlotte, NC 28262 • 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 |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 03/2013 | 11/2016 |
| On Guard Security | Dillon | CO | 12/2016 | 03/2017 |
| Vail Resorts | Keystone | CO | 12/2016 | 04/2017 |
| Dillon Ridge Liquors | Dillon | CO | 12/2016 | 04/2017 |
| Glacier Park Inc. | East Glacier Park | MT | 05/2017 | 10/2017 |
| Bambis Christmas Trees | Folsom | CA | 11/2017 | 12/2017 |
| Extended Travel | Gardnerville | NV | 01/2018 | 04/2018 |
| D.A. Davidson & Co. | Great Falls | MT | 04/2018 | 02/2026 |
| Equitable | Charlotte | NC | 02/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-31 |
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