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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2007 | 09/2018 |
| Wells Fargo Bank, Na | Concord | NC | 06/2019 | 10/2019 |
| Soho South Boutique Home Rental | Charlotte | NC | 07/2012 | Present |
| Ally Invest Securities Llc | Charlotte | NC | 06/2021 | 02/2024 |
| Superior School Of Real Estate | Charlotte | NC | 11/2019 | 09/2020 |
| Ally Invest Advisors | Charlotte | NC | 02/2022 | 02/2024 |
| Gohealth | Charlotte | NC | 10/2020 | 02/2021 |
| Qualfon | Highland Park | MI | 09/2020 | 10/2020 |
| Allstate | Charlotte | NC | 04/2025 | 01/2026 |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2026 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 01/2026 | Present |
| Allstate Insurance Co | Northbrook | IL | 01/2026 | Present |
RENTAL PROPERTY INCOME POSITION: Real Estate Agent NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2012 ADDRESS: 3580 N Davidson St, charlotte NC 28205, United States DESCRIPTION: Owner and operator of rental unit GARDENING AMBASSADOR GARDYN POSITION: Gardyn Ambassador NATURE: I am a hydroponic gardening at home. I also participate in a Community Garden for my own personal Plot. Because I have been teaching others and sharing tips on how to Gardyn indoors with a handicap i have been invited to serve as a Gardyn Ambassador. Gardyn is one brand of Hydroponic units that I use. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3580 N Davidson St, Charlotte NC 28205, United States DESCRIPTION: I am a Gardyner and if someone uses my link to purchase I will be compensated $200 per unit. I do not rent, sell, or distribute anything.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-14 |
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