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15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-12 |
Branch Locations
1515 Mockingbird Lane Suite 880, Charlotte, NC 28209 • United States
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winston-Salem | NC | 01/2021 | 12/2021 |
| Purdue University | West Lafayette | IN | 08/2016 | 05/2019 |
| Rsm Us, Llp | Schaumburg | IL | 06/2018 | 08/2018 |
| Midland Ira | Chicago | IL | 05/2017 | 08/2017 |
| Charles Schwab & Co., Inc. | Huntersville | NC | 09/2023 | 08/2025 |
| Apw Inc | Rockaway | NJ | 09/2025 | 11/2025 |
| Apw Inc | Rockaway | NJ | 11/2025 | Present |
| Tru Independence Asset Management Llc Dba Yellowwood Wealth Solu | Charlotte | NC | 10/2025 | Present |
| Td Ameritrade | Huntersville | NC | 12/2021 | 09/2023 |
| Charles Schwab | Indianapolis | IN | 06/2019 | 01/2021 |
1. YellowWood Wealth Solutions d/b/a under True Independence, Yes Investment Related, 1515 Mockingbird Lane Suite 880 Charlotte North Carolina 28209, RIA, Associate Wealth Solutions, 10/1/2025, 160 hours per month, 130 hours per month trading hours, relationship Manager serving as the primary point of contact for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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