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7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-18 |
Branch Locations
7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2013 | 04/2020 |
| Raymond James Financial Services, Inc | Salisbury | NC | 04/2020 | 05/2023 |
| Raymond James Financial Services Advisors, Inc | Salisbury | NC | 04/2020 | 05/2023 |
| Hobart Wealth | Charlotte | NC | 05/2023 | Present |
LICENSED INSURANCE AGENT - INVESTMENT-RELATED - 7733 BALLANTYNE COMMONS PARKWAY, SUITE 101, CHARLOTTE, NC 28277 - START DATE 05/2023 - 10 HOURS/MONTH, ALL DURING SECURITIES TRADING HOURS - SALE OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-05 |
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