Jonathan Samuel Sharpe

2825 South Blvd Suite 500, Charlotte, NC 28209 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Durham	NC	10/2021	07/2022
Truist	Cary	NC	02/2021	10/2021
Academy Sports + Outdoors	Apex	NC	06/2020	02/2021
Belk	Winston Salem	NC	02/2020	06/2020
Academy Sports + Outdoors	Winston Salem	NC	04/2018	02/2020
Cvs	Jamestown	NC	07/2014	05/2018
Ameriprise Financial Services, Llc	Greensboro	NC	07/2022	10/2023
Fidelity Personal And Workplace Advisors	Durham	NC	02/2022	07/2022
Tiaa	Charlotte	NC	10/2023	05/2024
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	10/2023	05/2024
Fidelity Brokerage Services Llc	Durham	NC	10/2021	07/2022
Adhesion Wealth Advisor Solutions	Charlotte	NC	05/2024	Present

10/2021 → 07/2022

Fidelity Investments

Durham, NC
02/2021 → 10/2021

Truist

Cary, NC
06/2020 → 02/2021

Academy Sports + Outdoors

Apex, NC
02/2020 → 06/2020

Belk

Winston Salem, NC
04/2018 → 02/2020

Academy Sports + Outdoors

Winston Salem, NC
07/2014 → 05/2018

Cvs

Jamestown, NC
07/2022 → 10/2023

Ameriprise Financial Services, Llc

Greensboro, NC
02/2022 → 07/2022

Fidelity Personal And Workplace Advisors

Durham, NC
10/2023 → 05/2024

Tiaa

Charlotte, NC
10/2023 → 05/2024

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
10/2021 → 07/2022

Fidelity Brokerage Services Llc

Durham, NC
05/2024 → Present

Adhesion Wealth Advisor Solutions

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-25

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