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4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2016 | 11/2017 |
| Bank Of America, N.A. | San Diego | CA | 11/2016 | 11/2017 |
| Capital Management Group Of Washington D.C. | San Diego | CA | 11/2017 | 03/2018 |
| High Flows Capital Group Llc | Dania | FL | 01/2018 | 05/2026 |
| Sparta Wealth Partners | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-11 |
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