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Nine East Marion Street, Shelby, NC 28150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-27 |
| NC | RA | APPROVED | 2025-08-12 |
| SC | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gragg Financial | Shelby | NC | 09/2024 | Present |
| Truist Bank | Shelby | NC | 01/2013 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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