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16140 Northcross Drive, Huntersville, NC 28078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2026-05-27 |
Branch Locations
16140 Northcross Drive, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Hickory | NC | 08/2010 | 05/2020 |
| Valic Financial Advisors, Inc. | Greensboro | NC | 05/2019 | 08/2020 |
| Agia | Houston | TX | 12/2022 | 08/2023 |
| Valic Financial Advisors, Inc. | Greensboro | NC | 09/2020 | 11/2023 |
| Valic Financial Advisors, Inc. | Greensboro | NC | 10/2020 | 11/2023 |
| Hornor, Townsend, & Kent, Llc | Conshohocken | PA | 10/2023 | 05/2026 |
| Foster Financial Group, Llc | Maiden | NC | 08/2024 | 05/2026 |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2023 | Present |
| Hawks Ridge Mobile Vet Services | Reidsville | NC | 05/2026 | Present |
| Equine Muscle Works | Hickory | NC | 09/2023 | Present |
| Willis Welding Company, Inc. | Maiden | NC | 08/2024 | Present |
| World Wide Financial Solutions, Llc Dba A4 Insurance Solutions | Huntersville | NC | 05/2026 | Present |
| A4 Wealth Advisors Llc | Huntersville | NC | 05/2026 | Present |
(1) Penn Mutual Life Insurance Company; Yes; Horsham, NC; Insurance services; Insurance Agent; 09/2023; 10/ HRS MO; 10/ HRS MO (2) World Wide Financial Solutions, LLC dba A4 Insurance Solutions; Yes; Huntersville, NC Insurance services; Insurance Agent; 05/2026; 10/ HRS MO; 10/ HRS MO (3) Hawks Ridge Mobile Vet Services; No; Reidsville, NC; Veterinary Services; Veterinary Technician; 05/2026; 40/ HRS MO; 40/ HRS MO| DESCRIPTION OF DUTIES: APPLYING PEMF THERAPY TO HORSES. (4) Equine Muscle Works; No; Maiden, NC; Veterinary Services; PEMF Professional; 09/2023; 40/ HRS MO; 40/ HRS MO| DESCRIPTION OF DUTIES: APPLYING PEMF THERAPY TO HORSES. (5) Willis Welding Company, Inc.; No; Maiden, NC; Office Manager; 08/2024;20/ HRS MO; 20/ HRS MO (6) Summit Foundation; No; Cornelius, NC; Football Non-Profit; Board Member; 08/2024; 1/ HR MO; 0/ HRS MO; | DESCRIPTION: I AM A BOARD MEMBER WHO CANVOTE, BUT I AM NOT AN OFFICER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
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