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2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-22 |
Branch Locations
2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Merrimac | MA | 03/2016 | 02/2019 |
| Osaic Wealth Inc | Jersey City | NJ | 02/2019 | 12/2019 |
| Wealthforge Securities | Richmond | VA | 07/2021 | 04/2022 |
| Self | Merrimac | MA | 01/2020 | 07/2021 |
| Adhesion Wealth Advisor Solutions | Merrimac | MA | 10/2022 | Present |
| Self | Merrimac | MA | 04/2022 | 10/2022 |
1. Poplar Hill Homeowners Association. Not investment related. 16 Poplar Hill Circle, Merrimac, MA 01860. Start date: 1/1/2019. Homeowners association. President. 2 hours per month, 0 hrs during trading hours. president of homeowners association. 2. EZ Test Pool Supplies: Not investment Related. 28 Main St, Plaistow NH. Start date: 5/14/2023. Associate: Sales for a seasonal family pool business. 10 hrs/month, 0 hrs/trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-26 |
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