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5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-23 |
Branch Locations
5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 02/2025 | 07/2025 |
| Livonia High School | Livonia | NY | 08/2016 | 05/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 05/2023 |
| Dubois Center At Unc Charlotte Center City | Charlotte | NC | 08/2023 | 05/2025 |
| Mark's Pizzeria | Avon | NY | 01/2020 | 05/2020 |
| Domino's | Charlotte | NC | 05/2021 | 02/2022 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 02/2025 | 07/2025 |
| Blue Wealth Inc. | Charlotte | NC | 07/2025 | Present |
| Blue Financial Inc. | Charlotte | NC | 07/2025 | Present |
1. Blue Financial Inc. Investment Related. Charlotte, North Carolina. Nature of Business: Insurance Agency for Fixed Insurance Sales. Position: Agent. Start Date: 07/2025 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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