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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-14 |
| SC | RA | APPROVED | 2026-07-09 |
Branch Locations
13925 Ballantyne Corporate Place Suite 190, Charlotte, NC 28277 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
631 Augusta St, Greenville, SC 29605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-18 |
Branch Locations
631 Augusta St, Greenville, SC 29605 • United States
13925 Ballantyne Corp Pl Suite 190, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alloy Investment Management | Charlotte | NC | 05/2026 | Present |
| U.S. Army | Charlotte | NC | 05/2007 | Present |
| Driven Mgmt | Charlotte | NC | 01/2024 | 01/2026 |
| Alloy Wealth | Charlotte | NC | 01/2026 | Present |
| Stay Plugged In | Charlotte | NC | 01/2019 | 03/2024 |
| Chem Ring Contractors | Charlotte | NC | 01/2016 | 01/2019 |
| Foundations Investment Advisors, Llc | Charlotte | NC | 07/2026 | Present |
1) ALLOY WEALTH MANAGEMENT;INVESTMENT RELATED; 13925 BALLANTYNE CORPORATE PLACE SUITE 190 CHARLOTTE, NC 28277; LIFE INSURANCE; INSURANCE AGENT; START DATE: 01/2026; 40 HRS PER MONTH DEVOTED TO OTHER BUSINESS; 40 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.DUTIES INCLUDE PROVIDING LIFE INSURANCE SOLUTIONS, REVIEWING PLANS WITH CLIENTS, 2) US ARMY RESERVE; NOT INVESTMENT RELATED; 1330 WESTOVER ST CHARLOTTE, NC 28205; ARMY; LOGISTICS OFFICER; 16 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS. MANAGES SUPPLY CHAIN, COORDINATING TRANSPORTATION,MAINTENANCE INVENTORY AND DISTRIBUTION OF GOODS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
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