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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-18 |
Branch Locations
7207 Ibm Drive, Charlotte, NC 28262 • United States
Charlotte, NC • 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 | 07/2019 | 09/2020 |
| Wells Fargo | Charlotte | NC | 06/2017 | 06/2019 |
| Best Buy | Concord | NC | 03/2015 | 06/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2015 | 12/2018 |
| Disys | Charlotte | NC | 08/2022 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 08/2022 | 03/2023 |
| Better Mortgage | Charlotte | NC | 09/2020 | 06/2022 |
| Equitable Advisors, Llc | New York | NY | 03/2023 | Present |
| Equitable | Charlotte | NC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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