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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
Branch Locations
1960 Overhill Rd, Charlotte, NC 28211 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Charlotte | NC | 07/2010 | 08/2019 |
| Citizens Bank N.A. | Charlotte | NC | 08/2019 | 11/2023 |
| Citizens Capital Markets | Charlotte | NC | 08/2019 | 11/2023 |
| Jmp Securities Llc | Charlotte | NC | 08/2023 | 11/2023 |
| Silver Oak Securities | Jackson | TN | 01/2024 | 03/2024 |
| Defender Capital | Charlotte | NC | 03/2024 | 02/2025 |
| Org Partners, Llc | Roanoke | IN | 02/2025 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-18 |
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