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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed/Student | Savannah | GA | 07/2012 | 05/2022 |
| Northwestern Mutual | Greenville | SC | 05/2021 | 08/2021 |
| Dusek And Deleon Orthodostics | Savannah | GA | 05/2020 | 08/2020 |
| Papa Johns Pizza | Savannah | GA | 05/2019 | 08/2019 |
| The Vault Kitchen And Market | Savannah | GA | 05/2018 | 08/2018 |
| Furman University | Greenville | SC | 11/2018 | 05/2022 |
| Principal Life Insurance | Charlotte | NC | 06/2022 | 09/2022 |
| Principal Securities | Savannah | GA | 09/2022 | 09/2022 |
| Ubs Wealth Advice Center | Charlotte | NC | 12/2022 | 01/2024 |
| Morgan Stanley | Charlotte | NC | 01/2024 | Present |
*580884 - HubClub Inc.; Investment related No; Charlotte, North Carolina; Technology; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 10; Fundraising, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
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