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2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
| NC | RA | APPROVED | 2011-03-21 |
Branch Locations
2020 S. Tryon Street Suite 2B, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worth Financial Advisory Group | Charlotte | NC | 01/2011 | Present |
WORTH FINANCIAL ADVISORY GROUP IS ALSO A REGISTERED INSURANCE AGENCY SINCE 01/2002; THIS SEGMENT OF THE BUSINESS IN FOCUSED ON INSURANCE AND NOT INVESTMENT ADVISORY SERVICES. SAME ADDRESS AND OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-16 |
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