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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
Branch Locations
127 W. Worthington Ave Suite 290, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carroll Financial Associates, Inc. | Charlotte | NC | 07/2021 | 04/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 06/2021 |
| Virginia Tech Housing And Residence Life | Blacksburg | VA | 08/2018 | 05/2020 |
| Miami Ice Snowcones | Roanoke | VA | 05/2014 | 08/2019 |
| Valcom | Roanoke | VA | 05/2018 | 08/2018 |
| Carroll Financial | Charlotte | NC | 05/2020 | 08/2020 |
| Cave Spring High School | Roanoke | VA | 08/2014 | 05/2017 |
| Cetera Advisor Networks | El Segundo | CA | 08/2021 | 04/2022 |
| Brightworth | Charlotte | NC | 04/2022 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | 07/2026 |
| Corient | Charlotte | NC | 10/2022 | 07/2026 |
| Ritholtz Wealth Management | New York | NY | 08/2026 | Present |
Pillar of Amber, LLC; not investment related; Charlotte, NC; April 2026; 2-3 hours per week; none during securities trading hours; compose, market and ship coffee table books
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