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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-05 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2018 | 07/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2015 | 05/2018 |
| North Carolina National Guard | Fayetteville | NC | 06/2014 | 06/2020 |
| Wells Fargo Securities, Llc | Charlotte | NC | 10/2019 | 09/2022 |
| Equitable Advisors, Llc | New York | NY | 09/2022 | 06/2024 |
| Equitable | Charlotte | NC | 09/2022 | 06/2024 |
| Wells Fargo Bank | Charlotte | NC | 06/2024 | 10/2024 |
| Wells Fargo Securities | Charlotte | NC | 06/2024 | 10/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 10/2024 | 12/2025 |
| Lpl Financial Llc | Fort Mill | SC | 10/2024 | 12/2025 |
| Alight Financial Solutions, Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-14 |
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