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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors, Llc | Charlotte | NC | 06/2016 | 09/2021 |
| Envision Charlotte | Charlotte | NC | 06/2016 | 12/2016 |
| Oake Financial Llc | Charlotte | NC | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-03 |
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