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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-01 |
| PA | RA | APPROVED | 2025-08-01 |
Branch Locations
Pittsburgh, PA • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 06/2002 | 08/2024 |
| Alight Financial Solutions, Llc | Charlotte | NC | 07/2025 | Present |
| Unemployed | Pittsburgh | PA | 08/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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