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2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-31 |
Branch Locations
2825 South Blvd Suite 500, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 04/2013 | 12/2016 |
| Td Ameritrade | Charlotte | NC | 02/2017 | 01/2021 |
| Spire Investment Partners | Charlotte | NC | 01/2021 | 12/2023 |
| Adhesion Wealth Advisor Solutions | Charlotte | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-29 |
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