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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-29 |
Branch Locations
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2022 | Present |
| Davidson College | Davidson | NC | 08/2018 | 05/2022 |
| Self Employed | Charlotte | NC | 08/2016 | Present |
| Davidson College | Davidson | NC | 05/2019 | 08/2019 |
| Charlotte Christian School | Charlotte | NC | 08/2015 | 06/2018 |
| Safe Alliance | Charlotte | NC | 06/2020 | 08/2020 |
Commissioned Artist - Owner/Creator; 4949 Cameron Valley Parkway Charlotte, NC; 1 hr/wk; New City Church, South Park Campus 2500 Camel Rd, Charlotte, NC 28226, Childcare Worker, Childcare worker for children 0-5 once a week. Responsible for children dinner, activities, and keeping them safe while their parents engage in Church related activities on campus, 03.06.2024, 12hrs/mo. Non investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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