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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-13 |
Branch Locations
2320 Cascade Pointe Blvd Fl 2, Charlotte, NC 28208 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 09/2022 | 01/2023 |
| Wells Fargo Bank, Na | Charlotte | NC | 01/2023 | 10/2025 |
| First Horizon Bank | China Grove | NC | 07/2017 | 09/2022 |
| Bluegreen Vacations | Concord | NC | 12/2015 | 06/2017 |
| Truist Investment Services, Inc, | Charlotte | NC | 10/2025 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
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