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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-01 |
Branch Locations
1900 South Boulevard Suite 110, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 06/2018 | 02/2020 |
| First Citizens Bank | Raleigh | NC | 11/2016 | 06/2018 |
| Tabb Group | New York | NY | 09/2015 | 11/2016 |
| Ally Invest Securities Llc | Charlotte | NC | 02/2020 | 11/2021 |
| Ally Invest Advisors | Charlotte | NC | 02/2020 | 11/2021 |
| Etoro | Hoboken | NJ | 12/2021 | 02/2024 |
| Ritholtz Wealth Management | New York | NY | 06/2024 | Present |
| Callie Cox Media, Llc | Charlotte | NC | 04/2024 | Present |
Callie Cox Media, LLC; Investment-related; Charlotte, NC; media business established to educate everyday investors about markets and money; CEO/Founder; 04/2024; 5 hours per month; 0 hours per month; publishes content Chief strategist at the Compound Insights, a research arm of the Compound Media ,an Ritholtz affiliate, that takes on third-party research engagements on investing/wealth management topics. Non-investment related, 5 hours per month since 11/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
| S66 | Uniform Combined State Law Examination | 2019-02-22 |
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