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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-23 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhi General Group | San Ramon | CA | 09/2019 | 12/2019 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 09/2019 | 01/2021 |
| Liberty Mutual Insurance Company | Huntersville | NC | 08/2014 | 11/2018 |
| Unemployed | Charlotte | NC | 12/2018 | 03/2019 |
| Lionbridge Technologies | Charlotte | NC | 03/2019 | 09/2019 |
| Kelly Services | Charlotte | NC | 08/2019 | 08/2019 |
| Ally Invest Securities Llc | Charlotte | NC | 02/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 06/2022 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Supervisor - Client Services. Dually licensed. 06/20/2022. 0-20hrs/month. Manages licensed representatives servicing both self-directed and advisory accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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