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Jeremy David Mccord

Alight Financial Advisors, LLC

Sacramento, CA

Charlotte, NC

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Current Employers
Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-06-09
CA RA APPROVED 2020-06-08
  • NC RA
    APPROVED
    Since 2020-06-09
  • CA RA
    APPROVED
    Since 2020-06-08

Branch Locations

Sacramento, CA • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alight Financial Advisors Sacramento CA 11/2012 11/2019
Alight Financial Advisors Charlotte NC 04/2020 Present
Unemployed Sacramento CA 12/2019 03/2020
  • 11/2012 → 11/2019
    Alight Financial Advisors
    Sacramento, CA
  • 04/2020 → Present
    Alight Financial Advisors
    Charlotte, NC
  • 12/2019 → 03/2020
    Unemployed
    Sacramento, CA
Previous Registrations
  • 2013-04-05 → 2019-11-12
    Alight Financial Advisors, Llc
    Sacramento, CA
    Charlotte, NC
  • 2005-03-21 → 2005-09-15
    A. G. Edwards & Sons, Inc.
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-23
S63 Uniform Securities Agent State Law Examination 2002-08-13
  • S65 Uniform Investment Adviser Law Examination
    2012-12-23
  • S63 Uniform Securities Agent State Law Examination
    2002-08-13

View on SEC IAPD

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