Best Investors Account Sign in
Current Employers
M1 Advisory

200 North Lasalle Street Suite 810, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-31
  • IL RA
    APPROVED
    Since 2024-05-31

Branch Locations

Greenville, SC • United States

200 North Lasalle Street Suite 810, Chicago, IL 60601 • 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
Raymond James Financial Services Athens GA 01/2021 03/2023
Acac Fitness & Wellness Center Midlothian VA 08/2016 04/2017
Carpe Donut Llc Charlottesville VA 04/2017 08/2018
Mary Martin Gallery Charleston SC 08/2018 03/2019
Hagan Fine Art Studios Charleston SC 03/2019 11/2019
Vendue Hotel Charleston SC 08/2019 08/2020
Unemployed Athens GA 08/2020 01/2021
Carson Advisory Group Athens GA 01/2021 03/2023
University Of Virginia Charlottesville VA 08/2017 08/2018
M1 Chicago IL 03/2023 Present
  • 01/2021 → 03/2023
    Raymond James Financial Services
    Athens, GA
  • 08/2016 → 04/2017
    Acac Fitness & Wellness Center
    Midlothian, VA
  • 04/2017 → 08/2018
    Carpe Donut Llc
    Charlottesville, VA
  • 08/2018 → 03/2019
    Mary Martin Gallery
    Charleston, SC
  • 03/2019 → 11/2019
    Hagan Fine Art Studios
    Charleston, SC
  • 08/2019 → 08/2020
    Vendue Hotel
    Charleston, SC
  • 08/2020 → 01/2021
    Unemployed
    Athens, GA
  • 01/2021 → 03/2023
    Athens, GA
  • 08/2017 → 08/2018
    University Of Virginia
    Charlottesville, VA
  • 03/2023 → Present
    M1
    Chicago, IL
Previous Registrations
Other Businesses

(1)Name of Business: Stationery Design services Address: 110 Pinyon Pine Cir, apt 5102, Athens, GA, 30606, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/04/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Stationery Design services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2021-12-17
Other Names
  • Charlotte Ball
  • Charlotte Wilson Ball

View on SEC IAPD

More in Greenville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor