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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-18 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corporation | Bonita Springs | FL | 05/2016 | 04/2017 |
| National Asset Management | Bonita Springs | FL | 06/2016 | 04/2017 |
| Bob's Horticulture | Cape Coral Fl | FL | 05/2017 | 06/2018 |
| Unemployed | Pace | FL | 07/2018 | 08/2018 |
| Allstate Insurance Company | Destin | FL | 04/2019 | 08/2021 |
| Keller Williams Gulf Coast | Pensacola | FL | 08/2018 | 03/2020 |
| Sure Step | Pace | FL | 02/2021 | 01/2025 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 10/2021 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist - Invest Services. Dually licensed. 09/26/2022. 21-40 hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Responsibilities include servicing Ally Invest customers who may hold self-directed or advisory accounts. Ally Bank. Non-Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist - Invest Services. 09/28/2022. Support Ally Bank customers by performing account maintenance (e.g., password reset, account information updates), money movements (e.g. deposits, withdrawals, CD renewals, etc.,) and providing education on deposit product offerings ( e.g. savings/checking accounts, CDs, etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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