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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| NC | RA | APPROVED | 2022-06-09 |
Branch Locations
Mooresville, NC • United States
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2022 | Present |
| Rkw Residential | Morrisville | NC | 08/2021 | 06/2024 |
| Hawthorne Residential | Morrisville | NC | 03/2021 | 07/2021 |
| Tempsmart | Morrisville | NC | 10/2019 | Present |
| Shipt | Birmingham | AL | 01/2020 | Present |
| Maola's | Cornelius | NC | 07/2017 | 09/2018 |
| Lowes Foods | Boone | NC | 06/2017 | 04/2018 |
| Appalachian State University | Boone | NC | 08/2014 | 12/2017 |
| Unemployed | Boone | NC | 09/2018 | 10/2019 |
Hippo Investments; non investment related; Property Rental Company; Owner & Operating Manager; 20 hours per month; manage rental properties. TempSmart: non investment related; Sales Assistant; Shipt: Independent food delivery contractor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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