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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 | 2026-07-07 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
7930 W Kenton Cir Suite 120, Huntersville, NC 28078 • United States
631 Augusta St, Greenville, SC 29605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-04 |
Branch Locations
7930 W Kenton Cir Suite 120, Huntersville, NC 28078 • United States
631 Augusta St, Greenville, SC 29605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alloy Investment Management | Huntersville | NC | 06/2026 | Present |
| Merrill Lynch | San Diego | CA | 10/2022 | 04/2024 |
| Merrill Lynch | Charlotte | NC | 07/2021 | 10/2022 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2021 |
| Homegoods | Huntersville | NC | 05/2017 | 08/2017 |
| Bank Of America | Charlotte | NC | 05/2020 | 08/2020 |
| Colopy Ventures/Grepbeat | Durham | NC | 09/2019 | 03/2020 |
| Hello Sailor | Cornelius | NC | 05/2018 | 08/2018 |
| Primary Education | Concord | NC | 08/2010 | 05/2017 |
| Voya Financial Advisors | Windsor | CT | 04/2024 | 06/2026 |
| Foundations Investment Advisors, Llc | Huntersville | NC | 06/2026 | Present |
ALLOY WEALTH MANAGEMENT; INVESTMENT RELATED; 7930 W KENTON CIR STE 120, HUNTERSVILLE, NC 28078; INSURANCE; INSURANCE PRODUCER; START DATE 06/01/2026; 80-120 HRS/MONTH SPENT ON OTHER BUSINESS; 80 HRS/MONTH DEVOTED DURING SECURITIES TRADING HOURS;ASSISTS WITH PRODUCING INSURANCE/ANNUITIES FOR CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-10 |
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