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Joshua Scott Mayor

Corient

Charlotte, NC

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-19
NC RA APPROVED 2024-08-07
  • TX RA
    APPROVED
    Since 2025-02-19
  • NC RA
    APPROVED
    Since 2024-08-07

Branch Locations

4201 Congress Street Suite 240, Charlotte, NC 28209 • 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
Byron Financial Charlotte NC 07/2012 08/2024
M Holdings Securities, Inc. Portland OR 06/2014 05/2017
Corient Services Llc Miami FL 07/2024 Present
Corient Charlotte NC 07/2024 Present
  • 07/2012 → 08/2024
    Byron Financial
    Charlotte, NC
  • 06/2014 → 05/2017
    M Holdings Securities, Inc.
    Portland, OR
  • 07/2024 → Present
    Corient Services Llc
    Miami, FL
  • 07/2024 → Present
    Corient
    Charlotte, NC
Previous Registrations
  • 2014-04-03 → 2024-08-27
    Byron Financial, Llc
    Charlotte, NC
  • 2012-01-18 → 2012-09-17
    Greerwalker Wealth Llc
    Charlotte, NC
  • 2003-01-13 → 2003-01-31
    Ameriprise Financial Services, Llc
    Charlotte, NC
Other Businesses

AWWM, LLC; not investment-related; LLC for tax purposes; Managing Member; January 2020; 0 hours per month; 0 during securities hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-18
S66 Uniform Combined State Law Examination 2003-01-10
  • S63 Uniform Securities Agent State Law Examination
    2016-03-18
  • S66 Uniform Combined State Law Examination
    2003-01-10
Designations
Other Names
  • Josh Mayor

View on SEC IAPD

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Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

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