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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | Charlotte | NC | 07/2020 | 06/2021 |
| Emory University | Atlanta | GA | 07/2018 | 05/2020 |
| Unemployed | Charleston | SC | 11/2017 | 06/2018 |
| New Market Wealth Management | Costa Mesa | CA | 05/2016 | 10/2017 |
| Dimensional Fund Advisors | Charlotte | NC | 06/2021 | 02/2025 |
| Storgate, Llc | Charlotte | NC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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