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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Charlotte | NC | 07/2016 | 09/2020 |
| Self Employed | Charlotte | NC | 01/2016 | 10/2022 |
| Uber | Charlotte | NC | 01/2016 | 03/2017 |
| Unemployed | Charlotte | NC | 09/2020 | 09/2020 |
| Facet Wealth | Baltimore | MD | 09/2020 | 09/2025 |
| Core Planning | Ofallon | MO | 10/2025 | Present |
MKTiger; Not investment related; 1305 South College Street, Unit 2402, Charlotte, NC 28203; Buying and selling trading cards through MKTiger eBay store; owner; start 4/1/2026; approximately 20 hours per month; approximately 2 of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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