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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
| Starmount Forest Country Club | Greensboro | NC | 11/2020 | 08/2023 |
| Washington And Lee University | Lexington | VA | 09/2021 | 05/2025 |
| Carmel Country Club | Charlotte | NC | 09/2025 | Present |
| Unemployed | Greensboro | NC | 05/2025 | 09/2025 |
| Washington And Lee | Lexington | VA | 09/2021 | 05/2025 |
| Virginia Innovation Accelerator | Buena Vista | VA | 06/2024 | 08/2024 |
| Guilford County Schools | Greensboro | NC | 02/2016 | 06/2021 |
Carmel Country Club, Outside Services, provide customer service to members and facilitate golf cart operations. Role: Employee, Address: 4735 Carmel Rd, Charlotte NC, 28226 Start Date: 9/4/2025, Hours: 50/MO, Not Insurance/Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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