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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Austin | TX | 11/2015 | 08/2021 |
| Compass Bank | Birmingham | AL | 10/2015 | 08/2021 |
| Bbva Wealth Solutions Inc. | Austin | TX | 11/2015 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2016 | 08/2021 |
| Alight Financial Solutions | Lincolnshire | IL | 03/2022 | Present |
| Unemployed | Austin | TX | 09/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-14 |
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