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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-23 |
| SC | RA | APPROVED | 2026-02-06 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
631 Augusta Street, Greenville, SC 29605 • United States
13925 Ballantyne Corporate Pl Suite 190, Charlotte, NC 28277 • United States
631 Augusta St, Greenville, SC 29605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-14 |
| NC | RA | APPROVED | 2026-01-09 |
Branch Locations
631 Augusta St, Greenville, SC 29605 • United States
13925 Ballantyne Corporate Pi. Suite 190, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Orleans | LA | 02/2016 | 05/2022 |
| Uber | New Orleans | LA | 03/2016 | 10/2016 |
| Gregory Ricks & Associates, Inc. | Metairie | LA | 06/2022 | 12/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2022 | 01/2024 |
| U.S. Coast Guard Reserves | New Orleans | LA | 05/2008 | Present |
| Oak Harvest Investment Services, Llc | Houston | TX | 01/2024 | 01/2026 |
| Alloy Investment Management | Greenville | SC | 01/2026 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 02/2026 | Present |
1.) U.S. Coast Guard Reserves; Not Investment Related; 200 Hendee St. New Orleans, LA 70114; Maritime Law Enforcement; Maritime Enforcement Specialist; May 2008; Approx. 24hrs/Mo 2.) ALLOY WEALTH MANAGEMENT; INSURANCE LICENSED; INVESTMENT RELATED; 13925 BALLANTYNE CORPORATE PL. SUITE 190, CHARLOTTE, NC 28277; SELLS LIFE, ACCIDENT AND HEALTH INSURANCE; 1/2026; 20 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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