Best Investors Account Sign in
Current Employers
Alight Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-18
NC RA APPROVED 2025-09-18
  • CO RA
    APPROVED
    Since 2025-09-18
  • NC RA
    APPROVED
    Since 2025-09-18

Branch Locations

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

Westminster, CO • 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
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 12/1997 10/2024
Tiaa Denver CO 12/1997 10/2024
Unemployed Westminster CO 10/2024 08/2025
Alight Financial Solutions, Llc Charlotte NC 08/2025 Present
  • 12/1997 → 10/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 12/1997 → 10/2024
    Tiaa
    Denver, CO
  • 10/2024 → 08/2025
    Unemployed
    Westminster, CO
  • 08/2025 → Present
    Alight Financial Solutions, Llc
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-14
  • S63 Uniform Securities Agent State Law Examination
    1998-02-14
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor