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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-10-12 |
Branch Locations
Albuquerque, NM • United States
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2018 |
| Stifel Nicolaus & Co Inc | Savannah | GA | 06/2018 | 06/2021 |
| Bar Financial, Llc | Albuquerque | NM | 03/2002 | 04/2018 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | Present |
| Outlier Ai, Inc. | Albuquerque | NM | 12/2025 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Associate Specialist-Invest Services. Dually licensed. 11/21/2022. 21-40 hrs/month. Support both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity. Responsibilities include servicing Ally Invest customers who may hold self-directed or advisory accounts. Outlier AI, Inc. Non-investment. 10339 Docena Pl NE Albuquerque NM. Generalist. 12/01/2025. 5hrs/month. Train AI through tasks presented on the Outlier AI platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
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