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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-24 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Doral, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 10/2014 | 05/2019 |
| Morgan Stanley | Aventura | FL | 08/2019 | 08/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 08/2021 | Present |
| Ally Invest Advisors | Charlotte | FL | 10/2021 | Present |
| Uber Technologies, Inc. | San Francisco | CA | 06/2026 | Present |
| Roadie, Inc. | Atlanta | GA | 06/2026 | Present |
| Lyft, Inc. | San Francisco | CA | 07/2026 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Specialist - Invest Premier Services. Dually licensed. 08/16/2021 - Present. 30hrs/month. 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. Gadget Fortress LLC. Non-investment related. 10467 NW 82nd St Unit 14, Doral, FL.33178. Member. 06/17/2025. 0-20 hours/month. Reselling video games online. Roadie, Inc. Non-investment related. 1100 Peachtree ST NE, Atlanta, GA 30309. Driver. Start date: 6/19/2026. 40 hours per month. Package delivery driver. Uber Technologies, Inc. Non-investment related. 1725 3rd Street, San Francisco, CA 94158. Driver. Start date: 6/19/2026. 40 hours per month. Package delivery driver. Lyft, Inc. Non-investment related. 185 Berry Street, Suite 400, San Francisco, CA 94107. Driver. Start Date: 7/16/2026. 25 hours per month. Delivery driver.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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