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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-07 |
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 07/2015 | 09/2016 |
| Jpmorgan Chase Bank | Houston | TX | 07/2015 | 09/2016 |
| Scottrade | Katy | TX | 10/2016 | 03/2018 |
| Unemployed | Houston | TX | 04/2018 | 06/2018 |
| Frost Bank | Sugar Land | TX | 06/2018 | 08/2018 |
| Frost Brokerage Services | Sugar Land | TX | 06/2018 | 08/2018 |
| Frost Investment Services | Sugar Land | TX | 06/2018 | 08/2018 |
| Pfs Investments Inc. | Houston | TX | 09/2019 | 10/2020 |
| Primerica Financial Services | Houston | TX | 11/2005 | 10/2020 |
| Cox Automotive | Houston | TX | 08/2019 | 10/2019 |
| Abm | Sugar Land | TX | 11/2018 | 03/2019 |
| Unemployed | Houston | TX | 09/2018 | 10/2018 |
| Cardtronics | Houston | TX | 10/2019 | 06/2020 |
| Mutual Of Omaha Insurance Company | Houston | TX | 10/2020 | 05/2021 |
| Mutual Of Omaha Investor Services | Houston | TX | 10/2020 | 05/2021 |
| Keller Williams | Katy | TX | 02/2020 | 05/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | Present |
| Ally Invest Advisors | Charlotte | NC | 10/2021 | Present |
Exp Realty, LLC. Not investment related. 9600 Great Hills Trl. Suite 150W Austin, TX 78759. Real Estate Agent. 9/9/2024. 0-20 hrs/month. Remote real estate sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-21 |
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