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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-13 |
| NC | RA | APPROVED | 2023-04-28 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2021 | 12/2021 |
| Everquote | Pineville | NC | 08/2020 | 07/2021 |
| Wom South Investors | Charlotte | NC | 08/2019 | 03/2020 |
| Transamerica | Charlotte | NC | 03/2020 | 07/2021 |
| New York Life | Charlotte | NC | 03/2019 | 09/2019 |
| Sonic Automotive | Charlotte | NC | 06/2018 | 02/2019 |
| Automotive Management Services Inc. | Charlotte | NC | 06/2017 | 06/2018 |
| Asbury Automotive Group | Greensboro | NC | 06/2010 | 05/2017 |
| Hf Health | Charlotte | NC | 04/2020 | 02/2022 |
| Equis Financial | Charlotte | NC | 07/2017 | 03/2019 |
| Strayer University | Charlotte | NC | 10/2015 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mooresville | NC | 05/2022 | Present |
| Aflac Field Force | Charlotte | NC | 02/2022 | 05/2022 |
| Great Day Improvements Llc | Charlotte | NC | 02/2022 | 05/2022 |
| Subaru Of America | Charlotte | NC | 09/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
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