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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Charlotte | NC | 06/2018 | 04/2019 |
| Laxer, Long And Savage Dds | Charlotte | NC | 03/2017 | 06/2018 |
| Force Management | Charlotte | NC | 11/2016 | 03/2017 |
| Bad Daddy's Burger Bar | Charlotte | NC | 02/2016 | 01/2017 |
| North Carolina Missions Of Mercy | Cary | NC | 08/2016 | 01/2018 |
| Defender Capital | Charlotte | NC | 05/2019 | 02/2025 |
| Org Partners, Llc | Roanoke | IN | 02/2025 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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