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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-25 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medforce Insurance & Financial Services, Inc. | Charlotte | NC | 05/2026 | Present |
| First Horizon Advisors, Inc. | Raleigh | NC | 06/2016 | 07/2020 |
| Cf Parks & Co | Salisbury | NC | 07/2020 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 08/2020 | 05/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 04/2022 | Present |
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Senior Specialist - Invest Advisor. Dually licensed. 04/25/2022. 40+ hrs/month. Monitor and execute daily trading activities for AIA Robo and Wealth accounts. Liaison between service and trading to solve client inquiries and issues. Simply Blair. Non-Investment related. 5150 Wakehurst Street Kannapolis NC 28081. Treasurer. 04/18/2023. 1 hr/month. My wife is a beauty vlogger & has a content creation channel via Youtube, Instagram, and TikTok MEDFORCE INSURANCE & FINANCIAL SERVICES, INC. Non-investment related. 913 big oak circle Augusta, GA 30907. Secretary. Start date: 05/20/2026. 30 hours per month. 0 hours per trading hours. Following referrals through United Healthcare's agent resources to set appointments, coordinate plans, and execute contracts. Nonresident Health and Nonresident Life & Variable Annuity insurance license. License is active due to prior employment through Forethought Life Insurance Company. No solicitation of business is conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-20 |
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