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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
Fort Worth, TX • 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 |
|---|---|---|---|---|
| J. Kelly & Associates Llc | Jacksonville | FL | 11/2015 | 11/2016 |
| Insight Global | Fort Lauderdale | FL | 11/2016 | 04/2017 |
| Td Ameritrade | Fort Worth | TX | 05/2017 | 06/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2022 | Present |
| Ally Invest Advisors | Charlotte | NC | 07/2022 | Present |
| Clientwise Llc | Las Colinas | TX | 06/2021 | 06/2022 |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Manager - Product Management. Dually licensed. 07/2022. 40+ hrs/month. Managing the Wealth product advisor services and operations functions. Work with Ally Invest Securities and Advisors business partners to ensure the success of Wealth through it's Advisory people channel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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