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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
| GA | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2011 | 07/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 10/2011 | 07/2017 |
| Axa Advisors Llc | New York | NY | 09/2017 | 01/2019 |
| The Penn Mutual Life Insurance Company | Horsham | PA | 01/2019 | 04/2019 |
| Hornor, Townsend & Kent Llc | Horsham | PA | 01/2019 | 04/2019 |
| All Set Ventures Llc | Flowery Branch | GA | 01/2017 | 05/2025 |
| Always Caring | Gainesville | GA | 08/2021 | 02/2023 |
| Allstate Insurance Company | Gainesville | GA | 10/2021 | 05/2022 |
| Amp Motors Of Georgia Llc | Flowery Branch | GA | 04/2022 | 05/2025 |
| Axa/ Equitable Financial Life Insurance Co. | New York | NY | 09/2017 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 06/2022 | 05/2025 |
| J.P. Morgan Securities Llc | Atlanta | GA | 06/2022 | 05/2025 |
| Unemployed | Flowery Branch | GA | 08/2017 | 08/2017 |
| Ubs Financial Services | Charlotte | NC | 05/2025 | Present |
Entity Name: All Set Ventures LLC Investment related: No "Address: 7831 Brass Lantern Drive Flowery Branch GA 30542 Nature of the other business: Brokerage Position/Title/Relationship: Owner/Partner Start Date: 01/01/2017 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Wholesale and Brokerage of Boats, Power sports, and Real-estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-14 |
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