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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2023-04-25 |
Branch Locations
2501 Ascension Blvd. Apt 101, Arlington, TX 76006 • United States
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2008 | 07/2021 |
| Alight Solutions | Lincolnshire | IL | 02/2023 | Present |
| Alight Financial Solutions | Lincolnshire | IL | 02/2023 | Present |
| Unemployed/Sabbatical | Fort Worth | TX | 07/2021 | 02/2023 |
| Turo | Fort Worth | TX | 04/2022 | 08/2022 |
| Uber | Fort Worth | TX | 12/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-03 |
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