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1355 Greenwood Cliff Ste. 301, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-30 |
Branch Locations
1355 Greenwood Cliff Ste. 301, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Advisors, Llc | Charlotte | NC | 10/2024 | Present |
| Full Time Student | New York | NY | 09/2012 | 12/2020 |
| Park National Bank | Charlotte | NC | 06/2022 | 05/2024 |
| Ridgetop Research Llc | Charlotte | NC | 03/2021 | 06/2022 |
| Laurel Wealth Advisors, Llc | Charlotte | NC | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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