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Davidson, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Charlotte | NC | 02/2016 | 09/2016 |
| Alphastar Capital Management, Llc | Cornelius | NC | 02/2017 | 05/2021 |
| Self-Employed | Weddington | NC | 09/2016 | 02/2017 |
| The Leaders Group Inc | Littleton | CO | 05/2018 | 08/2018 |
| 7Pw Wealth, Llc | Charlotte | NC | 01/2025 | Present |
| Truist Wealth | Charlotte | NC | 03/2022 | 12/2023 |
| N/A | Charlotte | NC | 06/2021 | 02/2022 |
| N/A | Charlotte | NC | 01/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-26 |
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