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4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-30 |
| FL | RA | APPROVED | 2023-03-14 |
| SC | RA | APPROVED | 2023-03-08 |
Branch Locations
4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 03/2020 | 01/2023 |
| Silverrock Wealth Partners | Charlotte | NC | 03/2017 | 01/2023 |
| The Morgan Companies | Charlotte | NC | 06/2019 | 02/2020 |
| Homemaker | Charlotte | NC | 09/2008 | 03/2017 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 01/2022 | 01/2023 |
| Total Solutions Enterprise, Llc | Charlotte | NC | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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