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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-26 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Radnor | PA | 03/2015 | 12/2017 |
| Td Ameritrade | Southlake | TX | 01/2018 | 07/2022 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2022 | Present |
| Ally Invest Advisors | Charlotte | NC | 08/2022 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Manager-Product Management. Dually licensed. 08/08/2022. 40+ hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity as a Wealth Product Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-05 |
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