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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-22 |
Branch Locations
3805 Edwards Road Suite 550, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walt Disney World | Orlando | FL | 02/2018 | 07/2018 |
| Equipment Finance Group | Dayton | KY | 07/2017 | 10/2017 |
| Archbishop Mcnicholas High School | Cincinnati | OH | 11/2018 | 03/2019 |
| The Summit Country Day High School | Cincinnati | OH | 03/2019 | Present |
| Xavier University | Cincinnati | OH | 08/2015 | 12/2019 |
| Curry Moore & Associates - Wealth Advisors | Cincinatti | OH | 01/2019 | 12/2019 |
| Lpl Financial Llc | Cincinnati | OH | 12/2019 | Present |
| Independent Advisor Alliance | Charlotte | NC | 07/2020 | Present |
1) 12/2019 - DBA for LPL Business (entity for LPL business) - Curry Moore & Associates Wealth Advisors - Investment Related - Cincinnati, OH 45209 2) 03/2019 - Outside/W-2 Employment - Assistant XC/T&F Coach at a High School - The Summit Country Day High School - Not Investment Related - 2161 Grandin Rd, Cincinnati, OH 45208 3) 07/2020 - DBA for IAA Business (entity for IAA business) - Curry Moore & Associates Wealth Advisors - Investment Related - Cincinnati, OH 45209
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
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