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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-07 |
Branch Locations
Stockbridge, GA • 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 |
|---|---|---|---|---|
| Tiaa | Atlanta | GA | 03/2016 | 01/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 03/2016 | 01/2019 |
| Regions Bank | Mcdonough | GA | 02/2019 | 06/2022 |
| Cetera Investment Advisers Llc | Mcdonough | GA | 02/2019 | 06/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2019 | 06/2022 |
| Ally Invest Advisors | Charlotte | NC | 06/2022 | Present |
| Ally Invest Securities Llc | Charlotte | NC | 12/2022 | Present |
Ally Invest Securities LLC Start Date12/14/2022; 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; 0-20 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
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