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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
| NC | RA | APPROVED | 2019-06-19 |
Branch Locations
5200 77 Center Drive Suite 210, Charlotte, NC 28217 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Brentwood | TN | 07/2009 | 03/2017 |
| Mml Investors Services | Brentwood | TN | 07/2009 | 03/2017 |
| Unemployed | Lexington | NC | 03/2017 | 07/2017 |
| Summit Advisory Group | Charlotte | NC | 07/2017 | 06/2018 |
| Equity Services Inc | Montpelier | VT | 07/2017 | 06/2018 |
| Guardian Life Insurance Co Of America | Charlotte | NC | 06/2018 | 01/2019 |
| Park Avenue Securities | Charlotte | NC | 08/2018 | 01/2019 |
| Foresters Financial Services | Charlotte | NC | 01/2019 | 06/2019 |
| Foresters Advisory Services | Charlotte | NC | 01/2019 | 06/2019 |
| Rental Property | Lexington | NC | 08/2001 | Present |
| Society Of Financial Services Professionals | New Town Square | PA | 05/2017 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Charlotte | NC | 06/2019 | Present |
1) SOCIETY OF FINANCIAL SERVICES PROFESSIONALS- PRESIDENT 1 HR/WK 2) RENTAL PROPERTY 3) WOMEN IN FINANCIAL SERVICES, BOARD MEMBER 4) SOCIAL CHAIR FOR BRANTLEY OAKS HOME OWNERS ASSOCIATION, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-18 |
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