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516 North Tryon Street, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison University | Harrisonburg | VA | 08/2012 | 12/2016 |
| Unemployed | Harrisonburg | VA | 01/2017 | 03/2017 |
| United Parcel Service | Burtonsville | MD | 04/2017 | 07/2018 |
| Sandy Spring Bank | Arlington | VA | 07/2018 | 11/2021 |
| West Financial Services | Mclean | VA | 11/2021 | 05/2026 |
| Linden Thomas Advisory Services, Llc | Charlotte | NC | 05/2026 | Present |
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