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744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-22 |
Branch Locations
744 Arden Lane Suite 175, Rock Hill, SC 29732 • United States
6100 Fairview Road Suite 1142, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Advisory Group | Rock Hill | SC | 04/2024 | Present |
| Lpl Financial | Fort Mill | SC | 02/2022 | Present |
| Atrium Health | Charlotte | NC | 02/2022 | 08/2022 |
| Private Nanny | Charlotte | NC | 03/2020 | 02/2022 |
| Unemployed | Charlotte | NC | 12/2019 | 03/2020 |
| Appalachian State University & Steps Academy | Boone | NC | 01/2016 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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