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301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-10 |
Branch Locations
301 S. Mcdowell Street Suite 1100, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Capital Consulting, Inc. | Charlotte | NC | 10/2017 | 04/2018 |
| Unemployed | Charlotte | NC | 03/2016 | 10/2017 |
| Edge Capital Group, Llc | Atlanta | GA | 10/2018 | 12/2024 |
| Unemployed | Charlotte | NC | 05/2018 | 09/2018 |
| Mbl Advisors | Charlotte | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-09 |
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