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Current Employers
Ally Invest Advisors

601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-04
  • TX RA
    APPROVED
    Since 2022-10-04

Branch Locations

601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States

2911 Lake Vista Dr, Lewisville, TX 75067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ally Invest Securities Llc Charlotte NC 08/2020 08/2023
Jp Morgan Chase Arlington TX 05/2007 05/2019
Joleebel Hair Arlington TX 05/2019 Present
Ally Invest Advisors Charlotte NC 10/2022 08/2023
Ally Invest Securities Llc Charlotte NC 08/2023 Present
Ally Invest Advisors Charlotte NC 08/2023 Present
  • 08/2020 → 08/2023
    Ally Invest Securities Llc
    Charlotte, NC
  • 05/2007 → 05/2019
    Jp Morgan Chase
    Arlington, TX
  • 05/2019 → Present
    Joleebel Hair
    Arlington, TX
  • 10/2022 → 08/2023
    Charlotte, NC
  • 08/2023 → Present
    Ally Invest Securities Llc
    Charlotte, NC
  • 08/2023 → Present
    Charlotte, NC
Other Businesses

Joleebel Hair LLC. Not investment related. 1604 Blue Danube Street Apt 2058 Arlington Tx 76015. Managing Member. 10/08/2019. 20 hours or less/month. My current duties are vendor relationship (procurement and testing new products). Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Supervisor-Client Services. Dually licensed. 10/03/2022. 0-20hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Responsibilities include servicing Ally Invest customers who may hold self-directed or advisory accounts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
S63 Uniform Securities Agent State Law Examination 2021-05-10
  • S66 Uniform Combined State Law Examination
    2022-10-03
  • S63 Uniform Securities Agent State Law Examination
    2021-05-10

View on SEC IAPD

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