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10130 Mallard Creek Road Suite 300, Charlotte, NC 28262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-29 |
Branch Locations
101 N Tryon Street Suite 600, Charlotte, NC 28246 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2010 | 06/2017 |
| Guardian Life Insurance Co Of America | Charlotte | NC | 06/2017 | 03/2018 |
| Park Avenue Securities Llc | Charlotte | NC | 08/2017 | 03/2018 |
| Lincoln Financial Securities Corportation | Charlotte | NC | 06/2018 | 11/2020 |
| Iams Wealth Management | Omaha | NE | 11/2020 | 12/2023 |
| Legacy Wealth Management, Llc | Charlotte | NC | 03/2019 | Present |
| Legacy Wealth Management, Llc | Charlotte | NC | 01/2024 | Present |
Christopher L Banks is a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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