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4201 Congress St Suite 145, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-20 |
Branch Locations
4201 Congress St Suite 145, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Panthers Llc | Charlotte | NC | 05/2013 | 01/2018 |
| Indiana University | Charlotte | NC | 01/2018 | 02/2024 |
| Silverrock Wealth Partners | Charlotte | NC | 01/2019 | 03/2020 |
| Lpl Financial Llc | Charlotte | NC | 03/2020 | 12/2020 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 03/2020 | 12/2020 |
| Pointblank Ventures | Charlotte | NC | 11/2023 | 05/2025 |
| Linkside Financial Llc | Charlotte | NC | 06/2025 | Present |
1. 02/13/2020 - Carnegie Holdings 11, LLC - Business owner of BBQ sauce company - inv rel - Charlotte, NC - start: 03/2017 2. 02/13/2020 - Let it Ride Sports, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Charlotte, NC - start: 03/2019 3. 3/5/2020 - Bers LLC - Investment Related - Charlotte, NC 28203 - Real Estate Rental - Owner - Started 04/2014 - .33 Hours Per Month During Securities Trading. 4. 3/5/2020 - BE Software, LLC - 231 King St. Charleston, SC 29401 - Other - Passive investor - Started 10/2017. 5. 01/2019 - Purse Golf - Non Investment Related - Charlotte, NC, Software Development, Founder/CEO, Started 1/2019, 20 hours per month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
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