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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-06 |
Branch Locations
11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darktrace | Charlotte | NC | 08/2022 | 10/2023 |
| Clemson University | Clemson | SC | 08/2017 | 05/2021 |
| Raymond James Financial | Memphis | TN | 05/2020 | 08/2020 |
| Memphis University School | Memphis | TN | 08/2010 | 05/2017 |
| Orthosouth | Memphis | TN | 05/2014 | 05/2017 |
| First Horizon | Memphis | TN | 05/2018 | 08/2018 |
| Prudential Insurance Company Of America | Charlotte | NC | 05/2021 | 08/2022 |
| Us Tech Solutions | Charlotte | NC | 10/2023 | 07/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 02/2024 | 02/2026 |
| Ubs Financial Services Inc | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
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