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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2024-01-03 |
Branch Locations
Hardeeville, SC • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2018 | 11/2023 |
| T- Mobile | Charleston | SC | 07/2017 | 06/2018 |
| Student | Columbia | SC | 09/2016 | 06/2017 |
| Alight Financial Solutions | Lincolnshire | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
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