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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
| NC | RA | APPROVED | 2022-03-22 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affiliated Financial Group | Charleston | WV | 06/2019 | 10/2021 |
| Jw Cole Financial | Tampa | FL | 07/2020 | 07/2021 |
| Western & Southern Life | Charleston | WV | 12/2018 | 06/2019 |
| Stoneza Inc Dba. Wood Globe | Charleston | WV | 05/2012 | 11/2023 |
| Kanawha County Assessor Office | Charleston | WV | 08/2012 | 04/2017 |
| Peak Brokerage Services, Llc | Jupiter | FL | 07/2021 | 11/2021 |
| Alight Solutions Llc | Lincolnshire | IL | 02/2022 | Present |
| Ohio National Financial Group | Cincinnati | OH | 06/2019 | 10/2021 |
1) Licensed Real Estate Agent; not investment related; start date 2017 - agent; 105 Lincoln Heights, Alum Creek, WV 25003; sales of real estate; conducted as opportunities arise; 1 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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