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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 02/2022 | 07/2024 |
| Progressive Insurance | Austin | TX | 04/2019 | 02/2022 |
| Alorica - At&T | El Paso | TX | 09/2018 | 03/2019 |
| Unemployed | Nairobi | 03/2018 | 09/2018 | |
| Dry Associates | Nairobi | 06/2017 | 03/2018 | |
| Gtel International | Nairobi | 11/2016 | 05/2017 | |
| Student | Eldoret | 08/2012 | 07/2017 | |
| Kestra Investment Services Llc | Austin | TX | 08/2024 | 12/2025 |
| Alight Solutions Llc | Austin | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
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