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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-05 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2016 | 08/2019 |
| Unemployed | Ellenboro | NC | 03/2016 | 09/2016 |
| Ally Invest Securities, Llc | Charlotte | NC | 03/2021 | Present |
| Amazon.COm Services, Llc | Charlotte | NC | 09/2019 | 11/2020 |
| Unemployed | Charlotte | NC | 11/2020 | 02/2021 |
| Food Lion, Llc | Charlotte | NC | 01/2021 | 08/2021 |
| Ally Invest Advisors | Charlotte | NC | 03/2023 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist-Invest Services. Dually licensed. 03/31/2023. 160 hrs/month. Support both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity. Responsibilities include servicing Ally Invest customers that may have self-directed or advisory accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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