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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-18 |
| NC | RA | APPROVED | 2021-05-20 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 05/2021 |
| Janney Montgomery Scott Llc | Charlotte | NC | 05/2021 | Present |
1. Real Estate Rental, Murrels Inlet, SC. Owner (02/2024) - managed by property manager. Not investment related, rental income, 4 hours/month. 2 Pawmetto Shores, LLC, Fort Mill, SC. Owner (03/2024) - short term vacation rental. Compensated, investment related, 4 hours/month. 3. Catawba Ridge High School, Fort Mill, SC. Athletic Booster Club supports athletic programs in HS. Director of Sponsorship (08/2025) - Solicit local businesses to sponsor athletics. Sponsorships typically include a banner, social media recognition, name mentions at athletic events. Not investment related, not compensated, 2 hour/month. 4. Sharon Baptist Church, Charlotte, NC. Personnel Committee Member (09/2025) - review, update and create job descriptions when there is a vacancy that needs to be filled at the church. Not investment related, not compensated, 1 hr/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-26 |
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