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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dublin | OH | 04/2016 | 04/2017 |
| Novare Capital Management | Charlotte | NC | 04/2017 | 05/2025 |
| Reyna Capital Advisors, Llc | Charlotte | NC | 09/2025 | Present |
| Viking Mergers & Acquisitions | Charlotte | NC | 07/2025 | Present |
Viking Mergers & Acquisitions; not investment related; Charlotte, NC; a company that provides business advising services; Senior Advisor; start: 07/2025; hours/mo: 120; during securities trading: 80
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-22 |
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