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1220 Mann Drive Suite 100, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-25 |
| SC | RA | APPROVED | 2020-11-25 |
Branch Locations
1220 Mann Drive Suite 100, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quicken Loan Mortgage Services | Charlotte | NC | 05/2018 | 08/2018 |
| Gethsemane Garden Christian Centre | Charlotte | NC | 05/2017 | 08/2017 |
| Clemson University | Clemson | SC | 08/2015 | 05/2019 |
| Unemployed | Clemson | SC | 09/2016 | 04/2017 |
| Unemployed | Clemson | SC | 09/2017 | 04/2018 |
| Unemployed | Clemson | SC | 09/2018 | 08/2019 |
| New York Life Insurance Co. | Charlotte | NC | 08/2019 | 09/2020 |
| Nylife Securities, Llc | Charlotte | NC | 01/2020 | 09/2020 |
| Tassel Capital Management Inc | Matthews | NC | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-16 |
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