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1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-08 |
| NC | RA | APPROVED | 2020-06-27 |
Branch Locations
1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2010 | 05/2017 |
| Citizens Capital Markets Inc. | Charlotte | NC | 10/2018 | 06/2020 |
| Citizens Bank, N.A. | Charlotte | NC | 05/2017 | 10/2018 |
| Greenway Wealth Advisors, Llc | Charlotte | NC | 06/2020 | Present |
Partner, String Bean Holdings, LLC 605 Magnolia Ave Charlotte, NC 28203 Real-estate holding which owns building from which Greenway Wealth Advisors, LLC leases office space. Less than an hour per month spent on business for String Bean Holdings, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-05 |
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