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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-10 |
Branch Locations
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster High School | Westminster | MD | 08/2014 | 05/2018 |
| Food Lion | Finksburg | MD | 05/2017 | 06/2018 |
| Rover | Charlotte | NC | 06/2025 | Present |
| Bounds Accounting & Tax Services | Taneytown | MD | 01/2018 | 08/2018 |
| High Point University | High Point | NC | 08/2018 | 05/2023 |
| Talbert & Associates | Greenville | SC | 05/2019 | 08/2019 |
| Loft | Cary | NC | 01/2020 | 05/2020 |
| Zenb | Chicago | IL | 05/2020 | 08/2020 |
| Loadhive | Charlotte | NC | 03/2023 | 05/2023 |
| Dominion Payroll | Charlotte | NC | 07/2023 | 05/2025 |
| New York Life | Charlotte | NC | 06/2025 | 10/2025 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
Rover, 720 Olive Way, Suite 1900, Seattle WA, 05/12/2025, Independent Contractor- Pet Care and Boarding Provider using rover.com platform. 05/12/2025, 20 HRS/MO. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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