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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-28 |
Branch Locations
3540 Toringdon Way Suite 200, Charlotte, NC 28277 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Educational Funding | Charlotte | NC | 01/2023 | Present |
| Unemployed | Raleigh | NC | 11/2022 | 01/2023 |
| Capitol Financial Solutions | Raleigh | NC | 03/2022 | 11/2022 |
| Amazon Inc. | Garner | NC | 06/2021 | 09/2021 |
| Unemployed | Raleigh | NC | 01/2019 | 06/2021 |
| Wilsons Leather | Charlotte | NC | 11/2017 | 01/2019 |
| Unemployed | Indian Trail | NC | 08/2013 | 11/2017 |
| Unemployed | Raleigh | NC | 01/2021 | 03/2022 |
| One Seven Dba Community Financial Advisors Inc. | Beachwood | OH | 08/2023 | Present |
1. Old Stone Insurance Partners. Non-Investment Related. 1906 Painted Horse Drive, Indian Trail, NC 28079. Sale of Fixed life products. Insurance Agent. State date: 09/24/2024. 20% of time spent. 2. Community Education Funding-Non-Investment Related. 3121 Springbank Lane, Suite I, Charlotte, NC 28226. College Education planning for profit. VP. Start date 02/2025. Event &Operations planning, systems enhancements, leadership & business development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-22 |
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