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North Caldwell, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-18 |
| NC | RA | APPROVED | 2018-11-09 |
Branch Locations
615 S College St Floor 10, Charlotte, NC 28202 • United States
North Caldwell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Charlotte | NC | 01/2012 | 11/2018 |
| Noblebridge Wealth Management, Llc | Charlotte | NC | 11/2018 | Present |
| Tag Insurance Services | Charlotte | NC | 11/2018 | 09/2020 |
(1) Mastermind Alliance Realty, 2425 Barry St., Charlotte, NC 28205, Real Estate Agency, start date: 4/12/2022; Member / Co-investor'; I devote approximately 5-10% of my time per week. I own 16.666% of this business. (2) A licensed independent Insurance Agent. Provides insurance through the affiliate Insurance Agency - NobleBridge Wealth Insurance Advisors, LLC (NBWIA)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
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