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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-10-12 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Memphis | TN | 11/2015 | 05/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Memphis | TN | 11/2015 | 05/2018 |
| Ameriprise Financial Services Inc | Cordova | TN | 05/2018 | 02/2019 |
| Wells Fargo Clearing Services, Llc. | Memphis | TN | 06/2019 | 05/2021 |
| Wells Fargo Bank Na | Memphis | TN | 05/2019 | 05/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 07/2021 | Present |
| Garibaldi's Pizza | Germantown | TN | 11/2022 | 09/2025 |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist-Invest Services. Dually licensed. 07/01/2021. 40+ hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Responsibilities include servicing Ally Invest customers who hold self-directed or advisory accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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