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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 02/2017 | 06/2018 |
| Unemployed | Charlotte | NC | 04/2016 | 02/2017 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2019 | 08/2020 |
| Unemployed | Charlotte | NC | 06/2018 | 07/2019 |
| Ally Invest Advisors | Charlotte | NC | 06/2020 | 08/2020 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2020 | 02/2021 |
| Ally Invest Advisors | Charlotte | NC | 08/2020 | 02/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 02/2021 | 05/2024 |
| Ally Invest Advisors | Charlotte | NC | 02/2021 | 05/2024 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2024 | 01/2026 |
| Ally Invest Advisors | Charlotte | NC | 05/2024 | 01/2026 |
| Unemployed | Charlotte | NC | 01/2026 | 03/2026 |
| Ally Invest Securities Llc | Charlotte | NC | 03/2026 | Present |
| Ally Invest Advisors | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-26 |
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