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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-02 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Boca Raton | FL | 03/2015 | 12/2016 |
| Powell Wealth Management | Cornelius | NC | 02/2017 | 10/2017 |
| Powell Financial Inc. | Cornelius | NC | 03/2017 | 10/2017 |
| Lpl Financial | Fort Mill | SC | 10/2017 | 08/2020 |
| Foster Victor Wealth Advisors, Llc | Greenville | SC | 02/2021 | 06/2021 |
| Alphatheory | Charlotte | NC | 09/2021 | 03/2022 |
| Trendrating | Charlotte | NC | 09/2020 | 01/2021 |
| Lpl Financial Llc | Fort Mill | SC | 03/2022 | 12/2023 |
| Bull Harbor Capital | Charlotte | NC | 01/2024 | 01/2025 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2025 | Present |
| Unemployed | Charlotte | NC | 02/2025 | 05/2025 |
| Ally Invest Advisors | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
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