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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-03 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S & P Financial Group | Homer Glen | IL | 01/2014 | 01/2021 |
| Shipt | Homer Glen | IL | 05/2019 | 08/2021 |
| Student | Columbia | SC | 07/2021 | 03/2022 |
| Cola Wealth Advisors | Columbia | SC | 05/2022 | 07/2022 |
| Village Idiot | Columbia | SC | 07/2022 | 11/2022 |
| Unemployed | Homer Glen | IL | 11/2022 | 04/2023 |
| Baldwin Risk Partners | Charlotte | NC | 04/2023 | 07/2023 |
| Truist Advisory Services Inc. | Charlotte | NC | 07/2023 | Present |
| Truist Investment Services Inc. | Charlotte | NC | 07/2023 | Present |
| Brickwork Financial Planning | Columbia | SC | 05/2021 | 07/2021 |
| Pawley'S Front Porch | Columbia | SC | 07/2022 | 07/2022 |
| Jack Brown'S | Columbia | SC | 03/2022 | 06/2022 |
| Door Dash | Columbia | SC | 02/2021 | 05/2021 |
| Official Finders | Saint Charles | IL | 05/2020 | 07/2020 |
| Fedex | Willow Springs | IL | 05/2020 | 07/2020 |
| Meijer | Homer Glen | IL | 04/2020 | 04/2020 |
| Iowa State Food Dept | Ames | IA | 02/2019 | 02/2019 |
| Berkot'S | Oreland Park | IL | 11/2017 | 05/2018 |
| Bengston'S | Homer Glen | IL | 09/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
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