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24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-14 |
Branch Locations
24 West 40Th Street 15Th Floor, New York, NY 10018 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 10/2013 | 03/2019 |
| Ritholtz Wealth Management | Charlotte | NC | 03/2019 | Present |
Real Estate Ownership; Commercial; Charlotte, NC 28203; Not Investment Related; Oct 2017. Business Ownership; BIZ Properties, LLC; Owner; Establishing LLC to own real estate; Charlotte, NC 28203; Not Investment Related; Oct 2017; 1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-30 |
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