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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-13 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S Securities, Inc. | Bridgeport | CT | 03/2014 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 09/2017 | 04/2025 |
| Truist Investment Services, Inc. | Charlotte | NC | 10/2025 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 10/2025 | Present |
| Uemployed | Charlotte | NC | 04/2025 | 10/2025 |
RENTAL PROPERTY, INV RELATED, LOWELL, MA, 100% OWNERSHIP, START 3/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-10 |
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