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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-17 |
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 |
|---|---|---|---|---|
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 12/2022 |
| Panera | St Louis | MO | 06/2020 | 08/2020 |
| Seatoy's Grille | Brightwaters | NY | 06/2019 | 08/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 05/2019 |
| Mecklenburg Area Catholic Schools | Charlotte | NC | 09/2017 | 08/2018 |
| Charlotte Catholic High School | Charlotte | NC | 05/2016 | 09/2017 |
| Vintners Hill Llc | Mint Hill | NC | 01/2016 | 05/2016 |
| H&R Block | Kannapolis | NC | 01/2024 | Present |
| Tango | Matthews | NC | 07/2024 | 02/2025 |
| Unemployed | Mint Hill | NC | 12/2023 | 01/2024 |
| Acquire Acquisitions Inc | Charlotte | NC | 09/2023 | 11/2023 |
| Unemployed | Mint Hill | NC | 07/2023 | 08/2023 |
| Oak Rising | Huntersville | NC | 06/2023 | 07/2023 |
| Unemployed | Mint Hill | NC | 12/2022 | 05/2023 |
| Equitable Advisors, Llc | New York | NY | 03/2026 | Present |
H&R Block, Kannapolis, NC, Tax Associate, January 2024 to Present, not investment related. Steven L. Gargano, CPA, Mint Hill, NC, Volunteer Assistant, May 2019 to Present, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
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