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2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-19 |
Branch Locations
2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
1670 Springdale Dr., Ste 13C, Camden, SC 29020 • United States
Rock Hill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gephart Strength | Austin | TX | 08/2008 | 10/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2022 | 09/2023 |
| Northwestern Mutual Investment Services, Llc | Charlotte | NC | 01/2022 | 09/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2023 | 11/2023 |
| Tiaa | Charlotte | NC | 10/2023 | 11/2023 |
| Tw Waste Industries Inc. | Charlotte | NC | 07/2023 | 08/2023 |
| Costco Wholesale Corporation | Austin | TX | 11/2016 | 01/2017 |
| Unemployed | Rock Hill | SC | 11/2023 | 12/2023 |
| Workout Anytime | Camden | SC | 01/2024 | Present |
| Cannon Advisors | Charlotte | NC | 10/2024 | Present |
Workout Anytime; Owner/Fitness Director; since 1/2024; Camden, SC; non-investment related; 15 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-28 |
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